AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 513,775 shares; 2024Q4: 605,770 shares; 2025Q1: 615,532 shares; 2025Q2: 707,040 shares; 2025Q3: 734,485 shares; 2025Q4: 877,186 shares; 2026Q1: 870,139 shares 870,139 $221M 3.56% -7,047 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 220,021 shares; 2024Q4: 238,549 shares; 2025Q1: 225,575 shares; 2025Q2: 223,470 shares; 2025Q3: 243,333 shares; 2025Q4: 267,475 shares; 2026Q1: 239,969 shares 239,969 $143M 2.31% -27,506 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,683 shares; 2024Q4: 179,913 shares; 2025Q1: 188,169 shares; 2025Q2: 222,977 shares; 2025Q3: 223,053 shares; 2025Q4: 272,424 shares; 2026Q1: 280,488 shares 280,488 $104M 1.67% +8,064 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,699 shares; 2024Q4: 344,771 shares; 2025Q1: 845,784 shares; 2025Q2: 898,178 shares; 2025Q3: 965,926 shares; 2025Q4: 1,098,909 shares; 2026Q1: 1,165,049 shares 1,165,049 $91.4M 1.47% +66,140 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 216,607 shares; 2024Q4: 246,427 shares; 2025Q1: 1,230,069 shares; 2025Q2: 1,257,410 shares; 2025Q3: 1,237,558 shares; 2025Q4: 1,331,691 shares; 2026Q1: 1,173,658 shares 1,173,658 $89.8M 1.45% -158,033 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 148,326 shares; 2024Q4: 253,065 shares; 2025Q1: 266,136 shares; 2025Q2: 289,368 shares; 2025Q3: 336,191 shares; 2025Q4: 475,581 shares; 2026Q1: 478,296 shares 478,296 $83.4M 1.35% +2,715 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,305 shares; 2024Q4: 243,408 shares; 2025Q1: 255,710 shares; 2025Q2: 283,913 shares; 2025Q3: 299,303 shares; 2025Q4: 379,531 shares; 2026Q1: 381,974 shares 381,974 $79.6M 1.28% +2,443 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,209 shares; 2024Q4: 219,904 shares; 2025Q1: 227,660 shares; 2025Q2: 233,118 shares; 2025Q3: 251,654 shares; 2025Q4: 274,761 shares; 2026Q1: 270,534 shares 270,534 $77.8M 1.25% -4,227 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,752 shares; 2024Q4: 200,437 shares; 2025Q1: 208,155 shares; 2025Q2: 231,592 shares; 2025Q3: 233,593 shares; 2025Q4: 246,018 shares; 2026Q1: 240,938 shares 240,938 $70.9M 1.14% -5,080 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,296 shares; 2024Q4: 45,693 shares; 2025Q1: 47,924 shares; 2025Q2: 48,576 shares; 2025Q3: 50,772 shares; 2025Q4: 95,079 shares; 2026Q1: 105,508 shares 105,508 $68.9M 1.11% +10,429 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,452 shares; 2024Q4: 138,471 shares; 2025Q1: 535,493 shares; 2025Q2: 558,349 shares; 2025Q3: 576,359 shares; 2025Q4: 642,062 shares; 2026Q1: 789,396 shares 789,396 $60.9M 0.98% +147,334 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,084 shares; 2024Q4: 53,978 shares; 2025Q1: 1,102,992 shares; 2025Q2: 137,255 shares; 2025Q3: 134,750 shares; 2025Q4: 980,974 shares; 2026Q1: 1,977,398 shares 1,977,398 $60.3M 0.97% +996,424 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 149,907 shares; 2024Q4: 160,526 shares; 2025Q1: 163,363 shares; 2025Q2: 171,911 shares; 2025Q3: 175,374 shares; 2025Q4: 190,654 shares; 2026Q1: 195,709 shares 195,709 $56.1M 0.91% +5,055 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 377,930 shares; 2024Q4: 397,679 shares; 2025Q1: 393,551 shares; 2025Q2: 407,894 shares; 2025Q3: 402,429 shares; 2025Q4: 573,388 shares; 2026Q1: 863,858 shares 863,858 $55.4M 0.89% +290,470 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,500 shares; 2024Q4: 153,623 shares; 2025Q1: 158,084 shares; 2025Q2: 158,445 shares; 2025Q3: 153,007 shares; 2025Q4: 177,710 shares; 2026Q1: 177,753 shares 177,753 $55M 0.89% +43 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 64,960 shares; 2024Q4: 72,792 shares; 2025Q1: 75,220 shares; 2025Q2: 76,267 shares; 2025Q3: 77,015 shares; 2025Q4: 93,212 shares; 2026Q1: 94,088 shares 94,088 $53.8M 0.87% +876 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,609 shares; 2024Q4: 1,188,845 shares; 2025Q1: 521,462 shares; 2025Q2: 1,343,084 shares; 2025Q3: 1,366,416 shares; 2025Q4: 1,003,044 shares; 2026Q1: 1,798,863 shares 1,798,863 $52.4M 0.85% +795,819 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,898 shares; 2024Q4: 65,297 shares; 2025Q1: 60,879 shares; 2025Q2: 65,983 shares; 2025Q3: 68,092 shares; 2025Q4: 91,277 shares; 2026Q1: 90,781 shares 90,781 $52.4M 0.85% -496 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 557,085 shares; 2024Q4: 557,447 shares; 2025Q1: 557,496 shares; 2025Q2: 558,256 shares; 2025Q3: 558,279 shares; 2025Q4: 558,887 shares; 2026Q1: 558,715 shares 558,715 $52.1M 0.84% -172 Timeline SLQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 804,475 shares; 2024Q4: 837,032 shares; 2025Q1: 869,939 shares; 2025Q2: 946,574 shares; 2025Q3: 971,163 shares; 2025Q4: 994,418 shares; 2026Q1: 1,032,454 shares 1,032,454 $52.1M 0.84% +38,036 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,303 shares; 2024Q4: 8,388 shares; 2025Q1: 212,043 shares; 2025Q2: 15,198 shares; 2025Q3: 16,355 shares; 2025Q4: 240,141 shares; 2026Q1: 238,627 shares 238,627 $50.4M 0.81% -1,514 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,946 shares; 2024Q4: 42,261 shares; 2025Q1: 42,756 shares; 2025Q2: 57,367 shares; 2025Q3: 58,783 shares; 2025Q4: 78,755 shares; 2026Q1: 76,584 shares 76,584 $49.8M 0.8% -2,171 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 256,985 shares; 2024Q4: 273,077 shares; 2025Q1: 300,727 shares; 2025Q2: 366,093 shares; 2025Q3: 385,370 shares; 2025Q4: 413,937 shares; 2026Q1: 441,517 shares 441,517 $49.1M 0.79% +27,580 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 124,285 shares; 2024Q4: 148,604 shares; 2025Q1: 157,375 shares; 2025Q2: 230,221 shares; 2025Q3: 242,804 shares; 2025Q4: 303,136 shares; 2026Q1: 285,415 shares 285,415 $48.4M 0.78% -17,721 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,196 shares; 2024Q4: 159,813 shares; 2025Q1: 123,382 shares; 2025Q2: 1,635,660 shares; 2025Q3: 1,646,734 shares; 2025Q4: 1,695,498 shares; 2026Q1: 1,646,543 shares 1,646,543 $42.2M 0.68% -48,955 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 363,078 shares; 2024Q4: 6,757 shares; 2025Q1: 193,510 shares; 2025Q2: 7,545 shares; 2025Q3: 362,321 shares; 2025Q4: 300,601 shares; 2026Q1: 342,789 shares 342,789 $40.6M 0.65% +42,188 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 306,843 shares; 2024Q4: 314,821 shares; 2025Q1: 406,533 shares; 2025Q2: 417,496 shares; 2025Q3: 408,858 shares; 2025Q4: 461,681 shares; 2026Q1: 462,081 shares 462,081 $40M 0.65% +400 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 252,282 shares; 2024Q4: 271,515 shares; 2025Q1: 285,291 shares; 2025Q2: 279,379 shares; 2025Q3: 293,866 shares; 2025Q4: 320,214 shares; 2026Q1: 303,883 shares 303,883 $37.8M 0.61% -16,331 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 82,736 shares; 2024Q4: 94,923 shares; 2025Q1: 96,431 shares; 2025Q2: 131,395 shares; 2025Q3: 134,893 shares; 2025Q4: 161,343 shares; 2026Q1: 153,618 shares 153,618 $37.6M 0.61% -7,725 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 91,877 shares; 2024Q4: 98,889 shares; 2025Q1: 104,047 shares; 2025Q2: 106,598 shares; 2025Q3: 105,584 shares; 2025Q4: 119,198 shares; 2026Q1: 118,515 shares 118,515 $35.8M 0.58% -683 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,707 shares; 2024Q4: 46,628 shares; 2025Q1: 50,208 shares; 2025Q2: 47,783 shares; 2025Q3: 48,494 shares; 2025Q4: 72,764 shares; 2026Q1: 74,040 shares 74,040 $35.5M 0.57% +1,276 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 177,809 shares; 2024Q4: 6,711 shares; 2025Q1: 222,382 shares; 2025Q2: 4,648 shares; 2025Q3: 215,044 shares; 2025Q4: 255,860 shares; 2026Q1: 265,442 shares 265,442 $35.2M 0.57% +9,582 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,809 shares; 2024Q4: 273,758 shares; 2025Q1: 394,744 shares; 2025Q2: 413,047 shares; 2025Q3: 426,119 shares; 2025Q4: 491,639 shares; 2026Q1: 363,471 shares 363,471 $32.9M 0.53% -128,168 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 186,994 shares; 2024Q4: 226,898 shares; 2025Q1: 225,894 shares; 2025Q2: 215,996 shares; 2025Q3: 222,663 shares; 2025Q4: 244,728 shares; 2026Q1: 262,960 shares 262,960 $32.7M 0.53% +18,232 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,097 shares; 2024Q4: 51,625 shares; 2025Q1: 67,927 shares; 2025Q2: 67,146 shares; 2025Q3: 66,645 shares; 2025Q4: 99,246 shares; 2026Q1: 100,215 shares 100,215 $32.1M 0.52% +969 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,077 shares; 2024Q4: not reported; 2025Q1: 308,537 shares; 2025Q2: 295,566 shares; 2025Q3: 321,227 shares; 2025Q4: 345,191 shares; 2026Q1: 308,576 shares 308,576 $31.9M 0.51% -36,615 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,360 shares; 2025Q1: 109,529 shares; 2025Q2: 112,673 shares; 2025Q3: 122,830 shares; 2025Q4: 140,595 shares; 2026Q1: 366,623 shares 366,623 $30.6M 0.49% +226,028 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 556,704 shares; 2025Q2: 589,605 shares; 2025Q3: 635,387 shares; 2025Q4: 715,468 shares; 2026Q1: 766,554 shares 766,554 $29.9M 0.48% +51,086 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,468 shares; 2024Q4: 116,654 shares; 2025Q1: 129,047 shares; 2025Q2: 136,541 shares; 2025Q3: 139,829 shares; 2025Q4: 319,935 shares; 2026Q1: 417,822 shares 417,822 $29.1M 0.47% +97,887 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 271,973 shares; 2024Q4: 587,869 shares; 2025Q1: 363,967 shares; 2025Q2: 744,016 shares; 2025Q3: 729,990 shares; 2025Q4: 530,908 shares; 2026Q1: 257,450 shares 257,450 $29.1M 0.47% -273,458 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 263,508 shares; 2024Q4: 211,148 shares; 2025Q1: 248,330 shares; 2025Q2: 237,577 shares; 2025Q3: 235,882 shares; 2025Q4: 584,856 shares; 2026Q1: 611,837 shares 611,837 $28.3M 0.46% +26,981 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,390 shares; 2024Q4: 64,495 shares; 2025Q1: 66,248 shares; 2025Q2: 104,114 shares; 2025Q3: 113,925 shares; 2025Q4: 127,623 shares; 2026Q1: 127,816 shares 127,816 $27.8M 0.45% +193 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,089 shares; 2024Q4: 46,995 shares; 2025Q1: 374,473 shares; 2025Q2: 230,830 shares; 2025Q3: 210,530 shares; 2025Q4: 224,774 shares; 2026Q1: 351,272 shares 351,272 $27.6M 0.45% +126,498 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,845 shares; 2024Q4: 26,733 shares; 2025Q1: 42,094 shares; 2025Q2: 77,171 shares; 2025Q3: 78,788 shares; 2025Q4: 82,296 shares; 2026Q1: 78,389 shares 78,389 $26.8M 0.43% -3,907 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 158,567 shares; 2024Q4: 17,144 shares; 2025Q1: 81,796 shares; 2025Q2: 7,526 shares; 2025Q3: 131,710 shares; 2025Q4: 125,279 shares; 2026Q1: 123,221 shares 123,221 $26.8M 0.43% -2,058 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 316,352 shares; 2024Q4: 412,867 shares; 2025Q1: 266,010 shares; 2025Q2: 282,254 shares; 2025Q3: 284,976 shares; 2025Q4: 292,162 shares; 2026Q1: 263,360 shares 263,360 $26.1M 0.42% -28,802 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,612 shares; 2024Q4: 13,975 shares; 2025Q1: 11,937 shares; 2025Q2: 13,637 shares; 2025Q3: 26,212 shares; 2025Q4: 55,169 shares; 2026Q1: 58,227 shares 58,227 $25.4M 0.41% +3,058 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,903 shares; 2024Q4: 8,546 shares; 2025Q1: 128,660 shares; 2025Q2: 7,422 shares; 2025Q3: 121,161 shares; 2025Q4: 134,737 shares; 2026Q1: 135,522 shares 135,522 $25M 0.4% +785 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,429 shares; 2024Q4: 16,574 shares; 2025Q1: 17,756 shares; 2025Q2: 20,687 shares; 2025Q3: 20,646 shares; 2025Q4: 24,198 shares; 2026Q1: 27,134 shares 27,134 $25M 0.4% +2,936 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,099 shares; 2024Q4: 57,006 shares; 2025Q1: 57,580 shares; 2025Q2: 73,932 shares; 2025Q3: 75,484 shares; 2025Q4: 80,169 shares; 2026Q1: 74,708 shares 74,708 $24.6M 0.4% -5,461 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 361,452 shares; 2025Q2: 556,498 shares; 2025Q3: 771,495 shares; 2025Q4: 889,940 shares; 2026Q1: 1,003,630 shares 1,003,630 $24.5M 0.39% +113,690 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4 shares; 2024Q4: 7 shares; 2025Q1: 9 shares; 2025Q2: 9 shares; 2025Q3: 31 shares; 2025Q4: 31 shares; 2026Q1: 31 shares 31 $22.3M 0.36% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,680 shares; 2024Q4: 37,754 shares; 2025Q1: 162,956 shares; 2025Q2: 108,436 shares; 2025Q3: 53,646 shares; 2025Q4: 316,646 shares; 2026Q1: 298,813 shares 298,813 $22.2M 0.36% -17,833 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,638 shares; 2024Q4: 52,564 shares; 2025Q1: 57,782 shares; 2025Q2: 61,537 shares; 2025Q3: 55,031 shares; 2025Q4: 66,510 shares; 2026Q1: 65,537 shares 65,537 $22.1M 0.36% -973 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 189,527 shares; 2024Q4: 224,537 shares; 2025Q1: 238,900 shares; 2025Q2: 360,182 shares; 2025Q3: 376,570 shares; 2025Q4: 466,396 shares; 2026Q1: 427,569 shares 427,569 $21.5M 0.35% -38,827 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,298 shares; 2024Q4: 42,740 shares; 2025Q1: 46,656 shares; 2025Q2: 67,943 shares; 2025Q3: 79,787 shares; 2025Q4: 86,207 shares; 2026Q1: 90,001 shares 90,001 $21.4M 0.34% +3,794 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 391,159 shares; 2024Q4: 790,905 shares; 2025Q1: 794,823 shares; 2025Q2: 831,574 shares; 2025Q3: 807,207 shares; 2025Q4: 848,866 shares; 2026Q1: 843,326 shares 843,326 $20.9M 0.34% -5,540 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 14,151 shares; 2025Q1: 21,232 shares; 2025Q2: 16,819 shares; 2025Q3: 18,521 shares; 2025Q4: 20,081 shares; 2026Q1: 19,802 shares 19,802 $19.7M 0.32% -279 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,173 shares; 2024Q4: 36,468 shares; 2025Q1: 45,831 shares; 2025Q2: 48,895 shares; 2025Q3: 47,410 shares; 2025Q4: 66,846 shares; 2026Q1: 74,777 shares 74,777 $19.6M 0.32% +7,931 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 97,694 shares; 2024Q4: 104,832 shares; 2025Q1: 47,046 shares; 2025Q2: 49,489 shares; 2025Q3: 49,774 shares; 2025Q4: 64,917 shares; 2026Q1: 68,163 shares 68,163 $19.6M 0.32% +3,246 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,672 shares; 2024Q4: 64,985 shares; 2025Q1: 70,621 shares; 2025Q2: 79,618 shares; 2025Q3: 80,875 shares; 2025Q4: 115,267 shares; 2026Q1: 118,131 shares 118,131 $19.5M 0.32% +2,864 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 269,843 shares; 2024Q4: 284,400 shares; 2025Q1: 286,345 shares; 2025Q2: 331,085 shares; 2025Q3: 325,300 shares; 2025Q4: 314,210 shares; 2026Q1: 398,063 shares 398,063 $18.9M 0.31% +83,853 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,088 shares; 2024Q4: 9,387 shares; 2025Q1: 7,035 shares; 2025Q2: 7,270 shares; 2025Q3: 8,475 shares; 2025Q4: 26,252 shares; 2026Q1: 26,370 shares 26,370 $18.4M 0.3% +118 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 142,124 shares; 2024Q4: 151,502 shares; 2025Q1: 163,007 shares; 2025Q2: 174,269 shares; 2025Q3: 173,817 shares; 2025Q4: 184,953 shares; 2026Q1: 193,267 shares 193,267 $18.2M 0.29% +8,314 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 250,865 shares; 2024Q4: 175,687 shares; 2025Q1: 169,062 shares; 2025Q2: 169,515 shares; 2025Q3: 164,016 shares; 2025Q4: 196,356 shares; 2026Q1: 171,015 shares 171,015 $18.2M 0.29% -25,341 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 184,410 shares; 2024Q4: 226,993 shares; 2025Q1: 245,023 shares; 2025Q2: 258,737 shares; 2025Q3: 297,577 shares; 2025Q4: 348,396 shares; 2026Q1: 397,036 shares 397,036 $18.1M 0.29% +48,640 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 152,502 shares; 2024Q4: 172,105 shares; 2025Q1: 197,825 shares; 2025Q2: 189,774 shares; 2025Q3: 187,533 shares; 2025Q4: 196,609 shares; 2026Q1: 208,978 shares 208,978 $17.7M 0.29% +12,369 Timeline CVIE MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,589 shares; 2025Q2: 248,877 shares; 2025Q3: 239,311 shares; 2025Q4: 235,536 shares; 2026Q1: 241,077 shares 241,077 $17.5M 0.28% +5,541 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,219 shares; 2024Q4: 24,538 shares; 2025Q1: 26,536 shares; 2025Q2: 29,185 shares; 2025Q3: 29,970 shares; 2025Q4: 47,332 shares; 2026Q1: 47,126 shares 47,126 $17.5M 0.28% -206 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,720 shares; 2024Q4: 40,334 shares; 2025Q1: 41,388 shares; 2025Q2: 43,026 shares; 2025Q3: 43,311 shares; 2025Q4: 41,070 shares; 2026Q1: 40,141 shares 40,141 $17.4M 0.28% -929 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,303 shares; 2024Q4: 51,789 shares; 2025Q1: 51,423 shares; 2025Q2: 49,483 shares; 2025Q3: 46,738 shares; 2025Q4: 48,392 shares; 2026Q1: 48,329 shares 48,329 $17.3M 0.28% -63 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 133,604 shares; 2025Q2: 138,917 shares; 2025Q3: 159,396 shares; 2025Q4: 195,512 shares; 2026Q1: 173,052 shares 173,052 $17.3M 0.28% -22,460 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,180 shares; 2024Q4: 47,336 shares; 2025Q1: 50,240 shares; 2025Q2: 52,699 shares; 2025Q3: 54,570 shares; 2025Q4: 55,303 shares; 2026Q1: 54,222 shares 54,222 $17.3M 0.28% -1,081 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,373 shares; 2024Q4: 25,377 shares; 2025Q1: 74,265 shares; 2025Q2: 113,193 shares; 2025Q3: 152,288 shares; 2025Q4: 301,049 shares; 2026Q1: 332,175 shares 332,175 $17.2M 0.28% +31,126 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 47,543 shares; 2024Q4: 64,389 shares; 2025Q1: 66,032 shares; 2025Q2: 63,373 shares; 2025Q3: 68,617 shares; 2025Q4: 85,213 shares; 2026Q1: 81,135 shares 81,135 $16.8M 0.27% -4,078 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,334 shares; 2024Q4: 48,027 shares; 2025Q1: 50,913 shares; 2025Q2: 84,716 shares; 2025Q3: 91,423 shares; 2025Q4: 105,915 shares; 2026Q1: 115,065 shares 115,065 $16.6M 0.27% +9,150 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,396 shares; 2024Q4: 22,030 shares; 2025Q1: 22,733 shares; 2025Q2: 24,578 shares; 2025Q3: 25,701 shares; 2025Q4: 82,359 shares; 2026Q1: 84,702 shares 84,702 $16.6M 0.27% +2,343 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,150 shares; 2024Q4: 14,975 shares; 2025Q1: 30,270 shares; 2025Q2: 40,779 shares; 2025Q3: 42,586 shares; 2025Q4: 72,999 shares; 2026Q1: 74,387 shares 74,387 $16M 0.26% +1,388 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 201,266 shares; 2024Q4: 209,263 shares; 2025Q1: 217,011 shares; 2025Q2: 222,614 shares; 2025Q3: 228,845 shares; 2025Q4: 282,582 shares; 2026Q1: 285,894 shares 285,894 $15.8M 0.25% +3,312 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 84,098 shares; 2024Q4: 133,309 shares; 2025Q1: 241,273 shares; 2025Q2: 240,088 shares; 2025Q3: 246,281 shares; 2025Q4: 276,615 shares; 2026Q1: 308,799 shares 308,799 $15.6M 0.25% +32,184 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,675 shares; 2024Q4: 19,616 shares; 2025Q1: 19,818 shares; 2025Q2: 21,805 shares; 2025Q3: 78,577 shares; 2025Q4: 157,033 shares; 2026Q1: 156,906 shares 156,906 $15.4M 0.25% -127 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,665 shares; 2024Q4: 111,591 shares; 2025Q1: 206,232 shares; 2025Q2: 128,262 shares; 2025Q3: 139,221 shares; 2025Q4: 186,755 shares; 2026Q1: 172,856 shares 172,856 $15.2M 0.25% -13,899 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,076 shares; 2024Q4: 2,443 shares; 2025Q1: 2,604 shares; 2025Q2: 2,745 shares; 2025Q3: 2,821 shares; 2025Q4: 3,065 shares; 2026Q1: 3,616 shares 3,616 $15.2M 0.25% +551 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 137,503 shares; 2024Q4: 155,899 shares; 2025Q1: 160,403 shares; 2025Q2: 168,635 shares; 2025Q3: 172,094 shares; 2025Q4: 198,549 shares; 2026Q1: 195,526 shares 195,526 $15.2M 0.24% -3,023 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,327 shares; 2024Q4: 18,894 shares; 2025Q1: 18,640 shares; 2025Q2: 18,683 shares; 2025Q3: 37,084 shares; 2025Q4: 37,608 shares; 2026Q1: 38,241 shares 38,241 $14.7M 0.24% +633 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,479 shares; 2024Q4: 24,314 shares; 2025Q1: 26,867 shares; 2025Q2: 27,833 shares; 2025Q3: 26,627 shares; 2025Q4: 32,778 shares; 2026Q1: 34,009 shares 34,009 $14.6M 0.24% +1,231 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,014 shares; 2024Q4: 161,000 shares; 2025Q1: 161,673 shares; 2025Q2: 184,701 shares; 2025Q3: 180,820 shares; 2025Q4: 172,712 shares; 2026Q1: 217,819 shares 217,819 $14.4M 0.23% +45,107 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 164,622 shares; 2024Q4: 188,462 shares; 2025Q1: 197,464 shares; 2025Q2: 218,389 shares; 2025Q3: 260,531 shares; 2025Q4: 282,763 shares; 2026Q1: 306,158 shares 306,158 $14.3M 0.23% +23,395 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,593 shares; 2024Q4: 17,333 shares; 2025Q1: 16,752 shares; 2025Q2: 54,121 shares; 2025Q3: 54,760 shares; 2025Q4: 66,135 shares; 2026Q1: 59,147 shares 59,147 $14.3M 0.23% -6,988 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,276 shares; 2024Q4: 41,633 shares; 2025Q1: 31,445 shares; 2025Q2: 26,788 shares; 2025Q3: 26,585 shares; 2025Q4: 33,744 shares; 2026Q1: 74,248 shares 74,248 $14.2M 0.23% +40,504 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 140,665 shares; 2024Q4: 176,973 shares; 2025Q1: 196,699 shares; 2025Q2: 200,262 shares; 2025Q3: 210,238 shares; 2025Q4: 236,597 shares; 2026Q1: 248,875 shares 248,875 $14.1M 0.23% +12,278 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,749 shares; 2024Q4: 59,989 shares; 2025Q1: 66,807 shares; 2025Q2: 78,747 shares; 2025Q3: 80,520 shares; 2025Q4: 81,682 shares; 2026Q1: 82,112 shares 82,112 $14M 0.23% +430 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 211,296 shares; 2024Q4: 257,945 shares; 2025Q1: 193,683 shares; 2025Q2: 190,360 shares; 2025Q3: 205,833 shares; 2025Q4: 234,581 shares; 2026Q1: 258,717 shares 258,717 $13.8M 0.22% +24,136 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,187 shares; 2024Q4: 226,711 shares; 2025Q1: 238,752 shares; 2025Q2: 287,189 shares; 2025Q3: 341,675 shares; 2025Q4: 429,988 shares; 2026Q1: 448,118 shares 448,118 $13.7M 0.22% +18,130 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,581 shares; 2024Q4: 38,691 shares; 2025Q1: 39,880 shares; 2025Q2: 38,259 shares; 2025Q3: 34,472 shares; 2025Q4: 33,772 shares; 2026Q1: 32,766 shares 32,766 $13.7M 0.22% -1,006 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,301 shares; 2025Q3: not reported; 2025Q4: 376,196 shares; 2026Q1: 403,650 shares 403,650 $13.6M 0.22% +27,454 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,837 shares; 2024Q4: 87,950 shares; 2025Q1: 92,082 shares; 2025Q2: 89,887 shares; 2025Q3: 84,842 shares; 2025Q4: 86,309 shares; 2026Q1: 85,316 shares 85,316 $13.6M 0.22% -993 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,725 shares; 2024Q4: 44,373 shares; 2025Q1: 47,237 shares; 2025Q2: 46,063 shares; 2025Q3: 52,452 shares; 2025Q4: 275,471 shares; 2026Q1: 230,792 shares 230,792 $13.4M 0.22% -44,679 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,251 shares; 2024Q4: 112,539 shares; 2025Q1: 129,979 shares; 2025Q2: 130,743 shares; 2025Q3: 130,813 shares; 2025Q4: 220,836 shares; 2026Q1: 219,045 shares 219,045 $13.4M 0.22% -1,791 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,753 shares; 2024Q4: 10,911 shares; 2025Q1: 16,918 shares; 2025Q2: 24,171 shares; 2025Q3: 26,042 shares; 2025Q4: 34,136 shares; 2026Q1: 165,605 shares 165,605 $13.3M 0.22% +131,469 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,462 shares; 2024Q4: 63,249 shares; 2025Q1: 105,417 shares; 2025Q2: 132,554 shares; 2025Q3: 173,505 shares; 2025Q4: 273,910 shares; 2026Q1: 381,863 shares 381,863 $13.1M 0.21% +107,953 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,505 shares; 2024Q4: 70,340 shares; 2025Q1: 72,048 shares; 2025Q2: 71,006 shares; 2025Q3: 68,024 shares; 2025Q4: 65,980 shares; 2026Q1: 64,549 shares 64,549 $13.1M 0.21% -1,431 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 85,516 shares; 2024Q4: 110,299 shares; 2025Q1: 152,649 shares; 2025Q2: 251,185 shares; 2025Q3: 280,080 shares; 2025Q4: 288,137 shares; 2026Q1: 307,514 shares 307,514 $13.1M 0.21% +19,377 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,660 shares; 2024Q4: 64,797 shares; 2025Q1: 74,257 shares; 2025Q2: 167,630 shares; 2025Q3: 171,756 shares; 2025Q4: 188,641 shares; 2026Q1: 171,523 shares 171,523 $13M 0.21% -17,118 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,527 shares; 2024Q4: 26,706 shares; 2025Q1: 33,614 shares; 2025Q2: 97,480 shares; 2025Q3: 101,001 shares; 2025Q4: 125,531 shares; 2026Q1: 114,649 shares 114,649 $13M 0.21% -10,882 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,446 shares; 2024Q4: 62,407 shares; 2025Q1: 67,137 shares; 2025Q2: 68,505 shares; 2025Q3: 67,805 shares; 2025Q4: 72,134 shares; 2026Q1: 68,785 shares 68,785 $12.8M 0.21% -3,349 Timeline IAUM ISHARES GOLD TRUST MICRO More: the full row for ISHARES GOLD TRUST MICRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 223,243 shares; 2025Q2: 210,409 shares; 2025Q3: 219,185 shares; 2025Q4: 231,326 shares; 2026Q1: 274,866 shares 274,866 $12.8M 0.21% +43,540 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,995 shares; 2024Q4: 672,455 shares; 2025Q1: 561,180 shares; 2025Q2: 572,558 shares; 2025Q3: 560,781 shares; 2025Q4: 565,126 shares; 2026Q1: 519,885 shares 519,885 $12.6M 0.2% -45,241 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,759 shares; 2024Q4: 53,678 shares; 2025Q1: 54,850 shares; 2025Q2: 53,374 shares; 2025Q3: 51,915 shares; 2025Q4: 52,855 shares; 2026Q1: 51,590 shares 51,590 $12.6M 0.2% -1,265 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,809 shares; 2024Q4: 51,284 shares; 2025Q1: 53,311 shares; 2025Q2: 55,911 shares; 2025Q3: 57,428 shares; 2025Q4: 62,448 shares; 2026Q1: 65,275 shares 65,275 $12.6M 0.2% +2,827 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 126,314 shares; 2024Q4: 141,005 shares; 2025Q1: 153,239 shares; 2025Q2: 156,107 shares; 2025Q3: 158,442 shares; 2025Q4: 167,403 shares; 2026Q1: 144,641 shares 144,641 $12.5M 0.2% -22,762 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 197,289 shares; 2024Q4: 186,336 shares; 2025Q1: 105,136 shares; 2025Q2: 106,435 shares; 2025Q3: 101,961 shares; 2025Q4: 100,874 shares; 2026Q1: 94,823 shares 94,823 $12.5M 0.2% -6,051 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 92,706 shares; 2024Q4: 110,772 shares; 2025Q1: 119,246 shares; 2025Q2: 131,725 shares; 2025Q3: 129,382 shares; 2025Q4: 146,958 shares; 2026Q1: 157,455 shares 157,455 $12.5M 0.2% +10,497 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,737 shares; 2024Q4: 29,967 shares; 2025Q1: 30,869 shares; 2025Q2: 29,265 shares; 2025Q3: 27,421 shares; 2025Q4: 64,632 shares; 2026Q1: 65,065 shares 65,065 $12.5M 0.2% +433 Timeline SMMD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 346,924 shares; 2024Q4: 345,181 shares; 2025Q1: 343,986 shares; 2025Q2: 339,153 shares; 2025Q3: 328,651 shares; 2025Q4: 323,423 shares; 2026Q1: 163,073 shares 163,073 $12.5M 0.2% -160,350 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,576 shares; 2024Q4: 58,256 shares; 2025Q1: 81,147 shares; 2025Q2: 93,267 shares; 2025Q3: 113,710 shares; 2025Q4: 242,938 shares; 2026Q1: 257,188 shares 257,188 $12.4M 0.2% +14,250 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,516 shares; 2024Q4: 21,277 shares; 2025Q1: 22,563 shares; 2025Q2: 21,477 shares; 2025Q3: 21,323 shares; 2025Q4: 25,028 shares; 2026Q1: 24,601 shares 24,601 $12.3M 0.2% -427 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 38,423 shares; 2024Q4: 41,289 shares; 2025Q1: 41,571 shares; 2025Q2: 42,531 shares; 2025Q3: 42,273 shares; 2025Q4: 41,455 shares; 2026Q1: 42,190 shares 42,190 $12.3M 0.2% +735 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,183 shares; 2024Q4: 34,437 shares; 2025Q1: 36,448 shares; 2025Q2: 36,070 shares; 2025Q3: 35,734 shares; 2025Q4: 38,821 shares; 2026Q1: 37,602 shares 37,602 $12.3M 0.2% -1,219 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 8,605 shares; 2025Q1: 8,970 shares; 2025Q2: 22,222 shares; 2025Q3: 22,094 shares; 2025Q4: 40,400 shares; 2026Q1: 38,397 shares 38,397 $11.9M 0.19% -2,003 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,876 shares; 2024Q4: 3,096 shares; 2025Q1: 2,131 shares; 2025Q2: 10,802 shares; 2025Q3: 11,256 shares; 2025Q4: 13,497 shares; 2026Q1: 13,587 shares 13,587 $11.9M 0.19% +90 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 150,217 shares; 2024Q4: 159,564 shares; 2025Q1: 159,023 shares; 2025Q2: 182,313 shares; 2025Q3: 183,180 shares; 2025Q4: 181,583 shares; 2026Q1: 240,072 shares 240,072 $11.9M 0.19% +58,489 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,939 shares; 2024Q4: 25,444 shares; 2025Q1: 34,853 shares; 2025Q2: 53,328 shares; 2025Q3: 60,805 shares; 2025Q4: 84,572 shares; 2026Q1: 79,740 shares 79,740 $11.8M 0.19% -4,832 Timeline BALT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 112,075 shares; 2024Q4: 109,000 shares; 2025Q1: 105,302 shares; 2025Q2: 114,831 shares; 2025Q3: 113,539 shares; 2025Q4: 334,786 shares; 2026Q1: 348,631 shares 348,631 $11.7M 0.19% +13,845 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,703 shares; 2024Q4: 82,458 shares; 2025Q1: 81,292 shares; 2025Q2: 80,808 shares; 2025Q3: 73,461 shares; 2025Q4: 80,205 shares; 2026Q1: 79,562 shares 79,562 $11.6M 0.19% -643 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 103,969 shares; 2024Q4: 96,514 shares; 2025Q1: 95,491 shares; 2025Q2: 115,789 shares; 2025Q3: 120,901 shares; 2025Q4: 158,704 shares; 2026Q1: 168,923 shares 168,923 $11.5M 0.19% +10,219 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,514 shares; 2024Q4: 37,087 shares; 2025Q1: 37,776 shares; 2025Q2: 37,779 shares; 2025Q3: 37,661 shares; 2025Q4: 38,985 shares; 2026Q1: 38,561 shares 38,561 $11.4M 0.18% -424 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 218,011 shares; 2024Q4: 257,382 shares; 2025Q1: 169,127 shares; 2025Q2: 164,425 shares; 2025Q3: 163,762 shares; 2025Q4: 162,119 shares; 2026Q1: 157,802 shares 157,802 $11.3M 0.18% -4,317 Timeline BDYN BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 464,415 shares 464,415 $11.3M 0.18% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,985 shares; 2024Q4: 29,648 shares; 2025Q1: 23,974 shares; 2025Q2: 38,041 shares; 2025Q3: 41,322 shares; 2025Q4: 47,514 shares; 2026Q1: 54,685 shares 54,685 $11.3M 0.18% +7,171 Timeline SMTH ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 265,971 shares; 2024Q4: 265,620 shares; 2025Q1: 294,502 shares; 2025Q2: 321,794 shares; 2025Q3: 370,069 shares; 2025Q4: 394,821 shares; 2026Q1: 436,043 shares 436,043 $11.2M 0.18% +41,222 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,093 shares; 2024Q4: 10,412 shares; 2025Q1: 194,052 shares; 2025Q2: 204,192 shares; 2025Q3: 216,281 shares; 2025Q4: 232,673 shares; 2026Q1: 241,374 shares 241,374 $11.2M 0.18% +8,701 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 726,113 shares; 2024Q4: 740,867 shares; 2025Q1: 134,993 shares; 2025Q2: 121,496 shares; 2025Q3: 106,951 shares; 2025Q4: 122,527 shares; 2026Q1: 121,030 shares 121,030 $10.6M 0.17% -1,497 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,232 shares; 2024Q4: 67,413 shares; 2025Q1: 61,007 shares; 2025Q2: 55,994 shares; 2025Q3: 56,721 shares; 2025Q4: 112,883 shares; 2026Q1: 110,922 shares 110,922 $10.5M 0.17% -1,961 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,159 shares; 2024Q4: 67,066 shares; 2025Q1: 60,909 shares; 2025Q2: 66,189 shares; 2025Q3: 47,552 shares; 2025Q4: 58,439 shares; 2026Q1: 71,574 shares 71,574 $10.5M 0.17% +13,135 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,011 shares; 2024Q4: 18,383 shares; 2025Q1: 18,773 shares; 2025Q2: 20,086 shares; 2025Q3: 18,897 shares; 2025Q4: 81,087 shares; 2026Q1: 79,213 shares 79,213 $10.5M 0.17% -1,874 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,887 shares; 2024Q4: 10,584 shares; 2025Q1: 20,716 shares; 2025Q2: 23,512 shares; 2025Q3: 24,697 shares; 2025Q4: 32,056 shares; 2026Q1: 127,027 shares 127,027 $10.5M 0.17% +94,971 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,928 shares; 2024Q4: 48,332 shares; 2025Q1: 62,506 shares; 2025Q2: 70,795 shares; 2025Q3: 72,796 shares; 2025Q4: 75,617 shares; 2026Q1: 79,103 shares 79,103 $10.4M 0.17% +3,486 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 131,233 shares; 2024Q4: 137,554 shares; 2025Q1: 144,250 shares; 2025Q2: 67,486 shares; 2025Q3: 67,687 shares; 2025Q4: 87,754 shares; 2026Q1: 85,824 shares 85,824 $10.3M 0.17% -1,930 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 53,889 shares; 2024Q4: 55,291 shares; 2025Q1: 442,269 shares; 2025Q2: 419,624 shares; 2025Q3: 329,775 shares; 2025Q4: 372,608 shares; 2026Q1: 390,915 shares 390,915 $10.3M 0.17% +18,307 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 160,023 shares; 2024Q4: 163,668 shares; 2025Q1: 160,218 shares; 2025Q2: 242,610 shares; 2025Q3: 244,140 shares; 2025Q4: 156,617 shares; 2026Q1: 163,306 shares 163,306 $10.2M 0.16% +6,689 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 163,672 shares; 2024Q4: 180,372 shares; 2025Q1: 106,819 shares; 2025Q2: 118,841 shares; 2025Q3: 128,013 shares; 2025Q4: 205,044 shares; 2026Q1: 219,629 shares 219,629 $10.1M 0.16% +14,585 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 127,265 shares; 2024Q4: 134,378 shares; 2025Q1: 153,435 shares; 2025Q2: 334,805 shares; 2025Q3: 357,713 shares; 2025Q4: 397,952 shares; 2026Q1: 358,963 shares 358,963 $10.1M 0.16% -38,989 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,694 shares; 2024Q4: 15,840 shares; 2025Q1: 16,207 shares; 2025Q2: 16,001 shares; 2025Q3: 16,618 shares; 2025Q4: 16,630 shares; 2026Q1: 16,225 shares 16,225 $10M 0.16% -405 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,735 shares; 2024Q4: 4,328 shares; 2025Q1: 4,340 shares; 2025Q2: 5,640 shares; 2025Q3: 5,939 shares; 2025Q4: 80,994 shares; 2026Q1: 102,281 shares 102,281 $9.83M 0.16% +21,287 Timeline XMMO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,830 shares; 2024Q4: 12,216 shares; 2025Q1: 4,548 shares; 2025Q2: 4,627 shares; 2025Q3: 6,509 shares; 2025Q4: 6,622 shares; 2026Q1: 67,490 shares 67,490 $9.79M 0.16% +60,868 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 75,432 shares; 2024Q4: 80,928 shares; 2025Q1: 87,640 shares; 2025Q2: 91,807 shares; 2025Q3: 96,526 shares; 2025Q4: 117,808 shares; 2026Q1: 122,522 shares 122,522 $9.75M 0.16% +4,714 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 254,545 shares; 2024Q4: 258,466 shares; 2025Q1: 275,439 shares; 2025Q2: 278,112 shares; 2025Q3: 281,026 shares; 2025Q4: 328,962 shares; 2026Q1: 338,872 shares 338,872 $9.73M 0.16% +9,910 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 58,494 shares; 2025Q1: 58,427 shares; 2025Q2: 75,388 shares; 2025Q3: 74,747 shares; 2025Q4: 76,099 shares; 2026Q1: 76,924 shares 76,924 $9.71M 0.16% +825 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 174,118 shares; 2024Q4: 237,477 shares; 2025Q1: 182,687 shares; 2025Q2: 178,815 shares; 2025Q3: 183,214 shares; 2025Q4: 338,942 shares; 2026Q1: 334,606 shares 334,606 $9.7M 0.16% -4,336 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,022 shares; 2024Q4: 128,280 shares; 2025Q1: 109,195 shares; 2025Q2: 108,133 shares; 2025Q3: 114,932 shares; 2025Q4: 149,388 shares; 2026Q1: 142,171 shares 142,171 $9.6M 0.15% -7,217 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 116,951 shares; 2024Q4: 137,308 shares; 2025Q1: 151,002 shares; 2025Q2: 158,707 shares; 2025Q3: 168,271 shares; 2025Q4: 244,191 shares; 2026Q1: 196,832 shares 196,832 $9.6M 0.15% -47,359 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 58,367 shares; 2024Q4: 70,678 shares; 2025Q1: 76,292 shares; 2025Q2: 80,373 shares; 2025Q3: 81,233 shares; 2025Q4: 96,476 shares; 2026Q1: 98,294 shares 98,294 $9.47M 0.15% +1,818 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 93,903 shares; 2024Q4: 100,127 shares; 2025Q1: 102,316 shares; 2025Q2: 109,022 shares; 2025Q3: 112,679 shares; 2025Q4: 116,434 shares; 2026Q1: 114,008 shares 114,008 $9.41M 0.15% -2,426 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 79,783 shares; 2024Q4: 89,978 shares; 2025Q1: 93,688 shares; 2025Q2: 96,987 shares; 2025Q3: 95,947 shares; 2025Q4: 97,788 shares; 2026Q1: 101,048 shares 101,048 $9.39M 0.15% +3,260 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,160 shares; 2024Q4: 161,102 shares; 2025Q1: 207,530 shares; 2025Q2: 231,101 shares; 2025Q3: 242,950 shares; 2025Q4: 253,340 shares; 2026Q1: 260,259 shares 260,259 $9.26M 0.15% +6,919 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,454 shares; 2024Q4: 34,059 shares; 2025Q1: 27,949 shares; 2025Q2: 27,505 shares; 2025Q3: 21,473 shares; 2025Q4: 25,935 shares; 2026Q1: 81,877 shares 81,877 $9.12M 0.15% +55,942 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,581 shares; 2024Q4: 37,577 shares; 2025Q1: 36,393 shares; 2025Q2: 39,142 shares; 2025Q3: 38,582 shares; 2025Q4: 39,006 shares; 2026Q1: 37,442 shares 37,442 $9.08M 0.15% -1,564 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,080 shares; 2024Q4: 72,172 shares; 2025Q1: 71,840 shares; 2025Q2: 71,946 shares; 2025Q3: 68,875 shares; 2025Q4: 70,569 shares; 2026Q1: 69,246 shares 69,246 $9.07M 0.15% -1,323 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,523 shares; 2024Q4: 72,823 shares; 2025Q1: 73,901 shares; 2025Q2: 75,318 shares; 2025Q3: 84,881 shares; 2025Q4: 79,841 shares; 2026Q1: 78,693 shares 78,693 $9.05M 0.15% -1,148 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,773 shares; 2024Q4: 20,824 shares; 2025Q1: 23,596 shares; 2025Q2: 76,428 shares; 2025Q3: 78,934 shares; 2025Q4: 92,490 shares; 2026Q1: 124,921 shares 124,921 $8.99M 0.14% +32,431 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 173,221 shares; 2024Q4: 173,165 shares; 2025Q1: 172,918 shares; 2025Q2: 194,724 shares; 2025Q3: 178,057 shares; 2025Q4: 164,439 shares; 2026Q1: 164,652 shares 164,652 $8.98M 0.14% +213 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,028 shares; 2024Q4: 20,537 shares; 2025Q1: 23,446 shares; 2025Q2: 27,434 shares; 2025Q3: 26,693 shares; 2025Q4: 28,290 shares; 2026Q1: 30,399 shares 30,399 $8.9M 0.14% +2,109 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,741 shares; 2024Q4: 43,600 shares; 2025Q1: 43,264 shares; 2025Q2: 44,463 shares; 2025Q3: 42,635 shares; 2025Q4: 45,020 shares; 2026Q1: 45,165 shares 45,165 $8.85M 0.14% +145 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,606 shares; 2024Q4: 73,816 shares; 2025Q1: 77,905 shares; 2025Q2: 47,218 shares; 2025Q3: 48,630 shares; 2025Q4: 55,460 shares; 2026Q1: 56,391 shares 56,391 $8.76M 0.14% +931 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 97,335 shares; 2025Q2: 140,815 shares; 2025Q3: 192,058 shares; 2025Q4: 207,688 shares; 2026Q1: 245,143 shares 245,143 $8.69M 0.14% +37,455 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,468 shares; 2024Q4: 8,581 shares; 2025Q1: 8,610 shares; 2025Q2: 9,396 shares; 2025Q3: 9,525 shares; 2025Q4: 14,739 shares; 2026Q1: 14,207 shares 14,207 $8.59M 0.14% -532 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 36,425 shares; 2024Q4: 41,833 shares; 2025Q1: 45,254 shares; 2025Q2: 60,499 shares; 2025Q3: 63,180 shares; 2025Q4: 72,285 shares; 2026Q1: 72,346 shares 72,346 $8.58M 0.14% +61 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 108,827 shares; 2024Q4: 109,809 shares; 2025Q1: 95,602 shares; 2025Q2: 140,773 shares; 2025Q3: 139,005 shares; 2025Q4: 227,047 shares; 2026Q1: 158,027 shares 158,027 $8.54M 0.14% -69,020 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,185 shares; 2024Q4: 7,317 shares; 2025Q1: 8,295 shares; 2025Q2: 8,574 shares; 2025Q3: 10,890 shares; 2025Q4: 12,383 shares; 2026Q1: 10,080 shares 10,080 $8.53M 0.14% -2,303 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,554 shares; 2024Q4: 19,991 shares; 2025Q1: 38,105 shares; 2025Q2: 24,538 shares; 2025Q3: 29,094 shares; 2025Q4: 103,798 shares; 2026Q1: 110,241 shares 110,241 $8.5M 0.14% +6,443 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41,575 shares; 2024Q4: 44,800 shares; 2025Q1: 47,312 shares; 2025Q2: 50,223 shares; 2025Q3: 48,925 shares; 2025Q4: 46,056 shares; 2026Q1: 31,408 shares 31,408 $8.5M 0.14% -14,648 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,012 shares; 2024Q4: 10,327 shares; 2025Q1: 9,089 shares; 2025Q2: 10,344 shares; 2025Q3: 10,868 shares; 2025Q4: 12,115 shares; 2026Q1: 11,957 shares 11,957 $8.47M 0.14% -158 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,719 shares; 2024Q4: 8,783 shares; 2025Q1: 8,251 shares; 2025Q2: 9,327 shares; 2025Q3: 9,541 shares; 2025Q4: 13,620 shares; 2026Q1: 19,850 shares 19,850 $8.46M 0.14% +6,230 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 203,430 shares; 2025Q2: 345,194 shares; 2025Q3: 356,663 shares; 2025Q4: 353,280 shares; 2026Q1: 208,456 shares 208,456 $8.45M 0.14% -144,824 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,449 shares; 2024Q4: 4,493 shares; 2025Q1: 81,843 shares; 2025Q2: 74,127 shares; 2025Q3: 69,643 shares; 2025Q4: 106,769 shares; 2026Q1: 122,598 shares 122,598 $8.43M 0.14% +15,829 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,530 shares; 2024Q4: 37,540 shares; 2025Q1: 38,439 shares; 2025Q2: 37,746 shares; 2025Q3: 31,656 shares; 2025Q4: 39,946 shares; 2026Q1: 40,471 shares 40,471 $8.39M 0.14% +525 Timeline RSSB TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 81,152 shares; 2025Q1: 128,058 shares; 2025Q2: 169,557 shares; 2025Q3: 170,024 shares; 2025Q4: 286,707 shares; 2026Q1: 307,301 shares 307,301 $8.36M 0.13% +20,594 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,881 shares; 2024Q4: 14,602 shares; 2025Q1: 14,082 shares; 2025Q2: 17,854 shares; 2025Q3: 20,887 shares; 2025Q4: 23,413 shares; 2026Q1: 24,328 shares 24,328 $8.35M 0.13% +915 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,088 shares; 2024Q4: 16,955 shares; 2025Q1: 16,722 shares; 2025Q2: 17,353 shares; 2025Q3: 16,934 shares; 2025Q4: 17,231 shares; 2026Q1: 16,961 shares 16,961 $8.34M 0.13% -270 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,657 shares; 2024Q4: 70,417 shares; 2025Q1: 68,486 shares; 2025Q2: 67,069 shares; 2025Q3: 65,694 shares; 2025Q4: 66,597 shares; 2026Q1: 78,064 shares 78,064 $8.31M 0.13% +11,467 Timeline BDVL BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 330,319 shares 330,319 $8.14M 0.13% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,166 shares; 2024Q4: 51,528 shares; 2025Q1: 53,157 shares; 2025Q2: 55,283 shares; 2025Q3: 56,781 shares; 2025Q4: 64,911 shares; 2026Q1: 63,115 shares 63,115 $8.13M 0.13% -1,796 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,658 shares; 2024Q4: 18,087 shares; 2025Q1: 16,462 shares; 2025Q2: 22,243 shares; 2025Q3: 24,919 shares; 2025Q4: 32,933 shares; 2026Q1: 32,744 shares 32,744 $8.12M 0.13% -189 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,839 shares; 2024Q4: 9,133 shares; 2025Q1: 29,009 shares; 2025Q2: 21,440 shares; 2025Q3: 25,816 shares; 2025Q4: 86,701 shares; 2026Q1: 79,724 shares 79,724 $8.03M 0.13% -6,977 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,292 shares; 2024Q4: 63,900 shares; 2025Q1: 72,866 shares; 2025Q2: 80,648 shares; 2025Q3: 81,346 shares; 2025Q4: 86,981 shares; 2026Q1: 89,116 shares 89,116 $7.98M 0.13% +2,135 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,739 shares; 2024Q4: 12,676 shares; 2025Q1: 13,001 shares; 2025Q2: 11,784 shares; 2025Q3: 11,444 shares; 2025Q4: 31,860 shares; 2026Q1: 32,976 shares 32,976 $7.91M 0.13% +1,116 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,960 shares; 2024Q4: 39,899 shares; 2025Q1: 48,365 shares; 2025Q2: 129,152 shares; 2025Q3: 223,911 shares; 2025Q4: 279,657 shares; 2026Q1: 308,498 shares 308,498 $7.9M 0.13% +28,841 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,417 shares; 2024Q4: 26,021 shares; 2025Q1: 26,556 shares; 2025Q2: 16,697 shares; 2025Q3: 16,076 shares; 2025Q4: 139,492 shares; 2026Q1: 335,991 shares 335,991 $7.7M 0.12% +196,499 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 69,600 shares; 2024Q4: 72,477 shares; 2025Q1: 104,890 shares; 2025Q2: 168,763 shares; 2025Q3: 170,694 shares; 2025Q4: 165,919 shares; 2026Q1: 170,133 shares 170,133 $7.68M 0.12% +4,214 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 63,562 shares; 2024Q4: 73,128 shares; 2025Q1: 93,946 shares; 2025Q2: 126,676 shares; 2025Q3: 129,757 shares; 2025Q4: 162,438 shares; 2026Q1: 190,691 shares 190,691 $7.66M 0.12% +28,253 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,492 shares; 2025Q4: 150,628 shares; 2026Q1: 152,047 shares 152,047 $7.51M 0.12% +1,419 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 781,002 shares; 2024Q4: 784,170 shares; 2025Q1: 97,842 shares; 2025Q2: 86,818 shares; 2025Q3: 80,592 shares; 2025Q4: 114,402 shares; 2026Q1: 109,933 shares 109,933 $7.44M 0.12% -4,469 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,027 shares; 2025Q1: 6,466 shares; 2025Q2: 6,052 shares; 2025Q3: 22,384 shares; 2025Q4: 60,579 shares; 2026Q1: 65,906 shares 65,906 $7.41M 0.12% +5,327 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,083 shares; 2024Q4: 16,766 shares; 2025Q1: 16,959 shares; 2025Q2: 19,085 shares; 2025Q3: 19,493 shares; 2025Q4: 20,979 shares; 2026Q1: 21,025 shares 21,025 $7.4M 0.12% +46 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,880 shares; 2024Q4: 18,569 shares; 2025Q1: 19,618 shares; 2025Q2: 19,824 shares; 2025Q3: 19,279 shares; 2025Q4: 18,433 shares; 2026Q1: 17,354 shares 17,354 $7.38M 0.12% -1,079 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,316 shares; 2024Q4: 22,144 shares; 2025Q1: 22,498 shares; 2025Q2: 28,270 shares; 2025Q3: 28,712 shares; 2025Q4: 48,974 shares; 2026Q1: 50,226 shares 50,226 $7.35M 0.12% +1,252 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 114,835 shares; 2024Q4: 147,693 shares; 2025Q1: 153,364 shares; 2025Q2: 152,094 shares; 2025Q3: 154,176 shares; 2025Q4: 166,365 shares; 2026Q1: 187,686 shares 187,686 $7.32M 0.12% +21,321 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,102 shares; 2024Q4: 34,057 shares; 2025Q1: 28,284 shares; 2025Q2: 27,619 shares; 2025Q3: 30,452 shares; 2025Q4: 92,777 shares; 2026Q1: 99,126 shares 99,126 $7.3M 0.12% +6,349 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,993 shares; 2024Q4: 9,399 shares; 2025Q1: 11,129 shares; 2025Q2: 10,423 shares; 2025Q3: 35,681 shares; 2025Q4: 35,616 shares; 2026Q1: 37,526 shares 37,526 $7.29M 0.12% +1,910 Timeline RSBT TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 233,623 shares; 2024Q4: 227,537 shares; 2025Q1: 295,104 shares; 2025Q2: 438,640 shares; 2025Q3: 454,208 shares; 2025Q4: 390,283 shares; 2026Q1: 385,308 shares 385,308 $7.26M 0.12% -4,975 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 84,181 shares; 2025Q3: 83,915 shares; 2025Q4: 85,979 shares; 2026Q1: 72,626 shares 72,626 $7.26M 0.12% -13,353 Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,918 shares; 2025Q3: 45,278 shares; 2025Q4: 222,738 shares; 2026Q1: 219,785 shares 219,785 $7.24M 0.12% -2,953 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,662 shares; 2024Q4: 14,698 shares; 2025Q1: 13,077 shares; 2025Q2: 12,449 shares; 2025Q3: 13,562 shares; 2025Q4: 22,246 shares; 2026Q1: 25,448 shares 25,448 $7.22M 0.12% +3,202 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 67,896 shares; 2024Q4: 72,191 shares; 2025Q1: 71,407 shares; 2025Q2: 83,217 shares; 2025Q3: 83,620 shares; 2025Q4: 83,100 shares; 2026Q1: 110,089 shares 110,089 $7.13M 0.11% +26,989 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,673 shares; 2024Q4: 69,322 shares; 2025Q1: 50,238 shares; 2025Q2: 47,095 shares; 2025Q3: 47,479 shares; 2025Q4: 150,746 shares; 2026Q1: 144,304 shares 144,304 $7.12M 0.11% -6,442 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,823 shares; 2024Q4: 22,987 shares; 2025Q1: 24,991 shares; 2025Q2: 28,068 shares; 2025Q3: 37,545 shares; 2025Q4: 36,422 shares; 2026Q1: 35,545 shares 35,545 $7.03M 0.11% -877 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 338,514 shares 338,514 $6.98M 0.11% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,528 shares; 2024Q4: 55,863 shares; 2025Q1: 185,920 shares; 2025Q2: 162,151 shares; 2025Q3: 163,147 shares; 2025Q4: 188,142 shares; 2026Q1: 183,722 shares 183,722 $6.77M 0.11% -4,420 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,671 shares; 2024Q4: 36,929 shares; 2025Q1: 41,471 shares; 2025Q2: 42,757 shares; 2025Q3: 44,495 shares; 2025Q4: 50,214 shares; 2026Q1: 44,219 shares 44,219 $6.75M 0.11% -5,995 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,714 shares; 2024Q4: 26,329 shares; 2025Q1: 26,236 shares; 2025Q2: 26,472 shares; 2025Q3: 27,074 shares; 2025Q4: 29,285 shares; 2026Q1: 28,545 shares 28,545 $6.74M 0.11% -740 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,777 shares; 2024Q4: 36,623 shares; 2025Q1: 45,562 shares; 2025Q2: 45,755 shares; 2025Q3: 48,619 shares; 2025Q4: 104,162 shares; 2026Q1: 101,269 shares 101,269 $6.68M 0.11% -2,893 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,509 shares; 2024Q4: 4,762 shares; 2025Q1: 5,857 shares; 2025Q2: 6,313 shares; 2025Q3: 6,583 shares; 2025Q4: 7,104 shares; 2026Q1: 7,688 shares 7,688 $6.65M 0.11% +584 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,065 shares; 2024Q4: 55,760 shares; 2025Q1: 56,573 shares; 2025Q2: 57,980 shares; 2025Q3: 57,864 shares; 2025Q4: 62,591 shares; 2026Q1: 61,825 shares 61,825 $6.55M 0.11% -766 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 885 shares; 2025Q1: 2,280 shares; 2025Q2: 11,399 shares; 2025Q3: 12,027 shares; 2025Q4: 12,412 shares; 2026Q1: 12,173 shares 12,173 $6.55M 0.11% -239 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,368 shares; 2024Q4: 63,042 shares; 2025Q1: 62,969 shares; 2025Q2: 62,652 shares; 2025Q3: 74,845 shares; 2025Q4: 90,557 shares; 2026Q1: 110,103 shares 110,103 $6.45M 0.1% +19,546 Timeline AAAU GOLDMAN SACHS PHYSICAL GOLD More: the full row for GOLDMAN SACHS PHYSICAL GOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 53,182 shares; 2025Q1: 58,101 shares; 2025Q2: 74,869 shares; 2025Q3: 140,100 shares; 2025Q4: 147,024 shares; 2026Q1: 139,349 shares 139,349 $6.44M 0.1% -7,675 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,068 shares; 2024Q4: 107,294 shares; 2025Q1: 125,693 shares; 2025Q2: 158,530 shares; 2025Q3: 128,198 shares; 2025Q4: 146,120 shares; 2026Q1: 159,203 shares 159,203 $6.38M 0.1% +13,083 Timeline SPMO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,153 shares; 2024Q4: 4,642 shares; 2025Q1: 8,099 shares; 2025Q2: 35,281 shares; 2025Q3: 74,809 shares; 2025Q4: 61,943 shares; 2026Q1: 55,992 shares 55,992 $6.28M 0.1% -5,951 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,273 shares; 2024Q4: 8,616 shares; 2025Q1: 22,792 shares; 2025Q2: 14,895 shares; 2025Q3: 15,265 shares; 2025Q4: 13,368 shares; 2026Q1: 68,276 shares 68,276 $6.26M 0.1% +54,908 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,417 shares; 2024Q4: 24,837 shares; 2025Q1: 25,817 shares; 2025Q2: 26,117 shares; 2025Q3: 24,553 shares; 2025Q4: 40,953 shares; 2026Q1: 42,547 shares 42,547 $6.24M 0.1% +1,594 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,366 shares; 2024Q4: 44,574 shares; 2025Q1: 45,116 shares; 2025Q2: 51,853 shares; 2025Q3: 50,908 shares; 2025Q4: 67,659 shares; 2026Q1: 62,970 shares 62,970 $6.24M 0.1% -4,689 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,418 shares; 2024Q4: 22,387 shares; 2025Q1: 22,600 shares; 2025Q2: 24,457 shares; 2025Q3: 24,973 shares; 2025Q4: 30,289 shares; 2026Q1: 27,528 shares 27,528 $6.22M 0.1% -2,761 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,126 shares; 2024Q4: 59,157 shares; 2025Q1: 59,678 shares; 2025Q2: 60,594 shares; 2025Q3: 61,579 shares; 2025Q4: 64,717 shares; 2026Q1: 63,733 shares 63,733 $6.19M 0.1% -984 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 191,915 shares; 2024Q4: 75,462 shares; 2025Q1: 159,439 shares; 2025Q2: 75,601 shares; 2025Q3: 68,673 shares; 2025Q4: 68,481 shares; 2026Q1: 65,710 shares 65,710 $6.09M 0.1% -2,771 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,796 shares; 2024Q4: 28,556 shares; 2025Q1: 43,904 shares; 2025Q2: 41,930 shares; 2025Q3: 42,033 shares; 2025Q4: 101,037 shares; 2026Q1: 129,110 shares 129,110 $6.06M 0.1% +28,073 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,117 shares; 2024Q4: 7,146 shares; 2025Q1: 7,811 shares; 2025Q2: 8,134 shares; 2025Q3: 8,073 shares; 2025Q4: 7,917 shares; 2026Q1: 29,734 shares 29,734 $5.97M 0.1% +21,817 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,755 shares; 2025Q1: not reported; 2025Q2: 3,509 shares; 2025Q3: 31,429 shares; 2025Q4: 84,279 shares; 2026Q1: 54,060 shares 54,060 $5.93M 0.1% -30,219 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,919 shares; 2024Q4: 414,157 shares; 2025Q1: 33,526 shares; 2025Q2: 485,917 shares; 2025Q3: 61,660 shares; 2025Q4: 49,816 shares; 2026Q1: 58,736 shares 58,736 $5.91M 0.1% +8,920 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,006 shares; 2024Q4: 7,142 shares; 2025Q1: 9,280 shares; 2025Q2: 11,516 shares; 2025Q3: 11,550 shares; 2025Q4: 12,803 shares; 2026Q1: 12,730 shares 12,730 $5.9M 0.1% -73 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,734 shares; 2024Q4: 53,832 shares; 2025Q1: 52,919 shares; 2025Q2: 59,942 shares; 2025Q3: 59,783 shares; 2025Q4: 62,871 shares; 2026Q1: 57,391 shares 57,391 $5.89M 0.1% -5,480 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,066 shares; 2024Q4: 33,993 shares; 2025Q1: 38,174 shares; 2025Q2: 41,203 shares; 2025Q3: 48,340 shares; 2025Q4: 65,089 shares; 2026Q1: 92,737 shares 92,737 $5.82M 0.09% +27,648 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,058 shares; 2024Q4: 54,689 shares; 2025Q1: 57,657 shares; 2025Q2: 73,561 shares; 2025Q3: 70,677 shares; 2025Q4: 82,086 shares; 2026Q1: 80,568 shares 80,568 $5.65M 0.09% -1,518 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,142 shares; 2024Q4: 10,593 shares; 2025Q1: 11,088 shares; 2025Q2: 10,876 shares; 2025Q3: 10,819 shares; 2025Q4: 10,890 shares; 2026Q1: 17,085 shares 17,085 $5.61M 0.09% +6,195 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 134,741 shares; 2024Q4: 145,057 shares; 2025Q1: 148,518 shares; 2025Q2: 155,689 shares; 2025Q3: 166,213 shares; 2025Q4: 196,510 shares; 2026Q1: 205,396 shares 205,396 $5.58M 0.09% +8,886 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,320 shares; 2024Q4: 13,992 shares; 2025Q1: 17,119 shares; 2025Q2: 22,953 shares; 2025Q3: 28,020 shares; 2025Q4: 30,677 shares; 2026Q1: 28,106 shares 28,106 $5.57M 0.09% -2,571 Timeline CHGX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 207,149 shares; 2025Q3: 207,149 shares; 2025Q4: 206,809 shares; 2026Q1: 206,809 shares 206,809 $5.55M 0.09% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,315 shares; 2024Q4: 7,269 shares; 2025Q1: 8,228 shares; 2025Q2: 9,910 shares; 2025Q3: 10,268 shares; 2025Q4: 14,185 shares; 2026Q1: 16,415 shares 16,415 $5.55M 0.09% +2,230 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,909 shares; 2024Q4: 31,795 shares; 2025Q1: 32,551 shares; 2025Q2: 31,924 shares; 2025Q3: 29,754 shares; 2025Q4: 29,149 shares; 2026Q1: 28,110 shares 28,110 $5.53M 0.09% -1,039 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,677 shares; 2025Q3: 23,546 shares; 2025Q4: 147,696 shares; 2026Q1: 152,518 shares 152,518 $5.52M 0.09% +4,822 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,897 shares; 2024Q4: 19,713 shares; 2025Q1: 21,456 shares; 2025Q2: 23,453 shares; 2025Q3: 26,230 shares; 2025Q4: 42,680 shares; 2026Q1: 42,018 shares 42,018 $5.5M 0.09% -662 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,360 shares; 2025Q1: 6,720 shares; 2025Q2: 27,634 shares; 2025Q3: 29,616 shares; 2025Q4: 30,764 shares; 2026Q1: 43,208 shares 43,208 $5.46M 0.09% +12,444 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,118 shares; 2024Q4: 17,875 shares; 2025Q1: 22,532 shares; 2025Q2: 26,236 shares; 2025Q3: 22,079 shares; 2025Q4: 71,181 shares; 2026Q1: 101,568 shares 101,568 $5.36M 0.09% +30,387 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,962 shares; 2024Q4: 52,682 shares; 2025Q1: 53,737 shares; 2025Q2: 53,894 shares; 2025Q3: 55,939 shares; 2025Q4: 53,834 shares; 2026Q1: 51,702 shares 51,702 $5.34M 0.09% -2,132 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,172 shares; 2025Q1: 1,070 shares; 2025Q2: 4,094 shares; 2025Q3: 3,795 shares; 2025Q4: 3,574 shares; 2026Q1: 4,033 shares 4,033 $5.33M 0.09% +459 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,873 shares; 2024Q4: 58,531 shares; 2025Q1: 57,327 shares; 2025Q2: 59,345 shares; 2025Q3: 58,402 shares; 2025Q4: 59,391 shares; 2026Q1: 58,288 shares 58,288 $5.33M 0.09% -1,103 Timeline OTF BLUE OWL TECHNOLOGY FIN CORP More: the full row for BLUE OWL TECHNOLOGY FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,858 shares; 2025Q3: 90,688 shares; 2025Q4: 137,343 shares; 2026Q1: 429,025 shares 429,025 $5.32M 0.09% +291,682 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,466 shares; 2024Q4: 8,730 shares; 2025Q1: 8,883 shares; 2025Q2: 10,157 shares; 2025Q3: 10,628 shares; 2025Q4: 28,062 shares; 2026Q1: 26,108 shares 26,108 $5.3M 0.09% -1,954 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,550 shares; 2024Q4: 33,529 shares; 2025Q1: 34,000 shares; 2025Q2: 34,873 shares; 2025Q3: 34,936 shares; 2025Q4: 50,980 shares; 2026Q1: 59,678 shares 59,678 $5.29M 0.09% +8,698 Timeline BOXX EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 31,919 shares; 2024Q4: 29,814 shares; 2025Q1: 37,031 shares; 2025Q2: 47,985 shares; 2025Q3: 46,498 shares; 2025Q4: 44,429 shares; 2026Q1: 45,253 shares 45,253 $5.26M 0.08% +824 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,611 shares; 2024Q4: 28,585 shares; 2025Q1: 25,119 shares; 2025Q2: 26,847 shares; 2025Q3: 28,394 shares; 2025Q4: 26,036 shares; 2026Q1: 22,473 shares 22,473 $5.26M 0.08% -3,563 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,944 shares; 2024Q4: 38,310 shares; 2025Q1: 89,470 shares; 2025Q2: 46,374 shares; 2025Q3: 48,041 shares; 2025Q4: 52,237 shares; 2026Q1: 52,214 shares 52,214 $5.25M 0.08% -23 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,179 shares; 2024Q4: 6,392 shares; 2025Q1: 6,402 shares; 2025Q2: 6,726 shares; 2025Q3: 6,939 shares; 2025Q4: 16,014 shares; 2026Q1: 15,978 shares 15,978 $5.23M 0.08% -36 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 21,559 shares; 2025Q2: 30,525 shares; 2025Q3: 33,638 shares; 2025Q4: 39,935 shares; 2026Q1: 46,708 shares 46,708 $5.16M 0.08% +6,773 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,207 shares; 2024Q4: 13,409 shares; 2025Q1: 12,992 shares; 2025Q2: 16,102 shares; 2025Q3: 17,194 shares; 2025Q4: 76,449 shares; 2026Q1: 84,163 shares 84,163 $5.16M 0.08% +7,714 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,691 shares; 2024Q4: 11,846 shares; 2025Q1: 12,133 shares; 2025Q2: 14,884 shares; 2025Q3: 16,049 shares; 2025Q4: 29,293 shares; 2026Q1: 86,811 shares 86,811 $5.14M 0.08% +57,518 Timeline FTXL FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,786 shares; 2026Q1: 34,813 shares 34,813 $5.13M 0.08% -3,973 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,090 shares; 2024Q4: 19,317 shares; 2025Q1: 20,761 shares; 2025Q2: 14,767 shares; 2025Q3: 14,786 shares; 2025Q4: 15,497 shares; 2026Q1: 16,331 shares 16,331 $5.13M 0.08% +834 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,943 shares; 2024Q4: 15,601 shares; 2025Q1: 19,482 shares; 2025Q2: 19,239 shares; 2025Q3: 20,157 shares; 2025Q4: 25,141 shares; 2026Q1: 32,444 shares 32,444 $5.1M 0.08% +7,303 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 12,917 shares; 2025Q1: 16,709 shares; 2025Q2: 15,039 shares; 2025Q3: 61,262 shares; 2025Q4: 85,793 shares; 2026Q1: 91,592 shares 91,592 $5.09M 0.08% +5,799 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,236 shares; 2024Q4: 38,793 shares; 2025Q1: 32,712 shares; 2025Q2: 29,757 shares; 2025Q3: 26,577 shares; 2025Q4: 29,714 shares; 2026Q1: 42,736 shares 42,736 $5.05M 0.08% +13,022 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,986 shares; 2024Q4: 13,409 shares; 2025Q1: 14,865 shares; 2025Q2: 15,853 shares; 2025Q3: 14,816 shares; 2025Q4: 34,549 shares; 2026Q1: 35,067 shares 35,067 $4.99M 0.08% +518 Timeline UL UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 81,699 shares; 2026Q1: 87,463 shares 87,463 $4.98M 0.08% +5,764 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,079 shares; 2024Q4: 178,356 shares; 2025Q1: 195,718 shares; 2025Q2: 200,795 shares; 2025Q3: 213,700 shares; 2025Q4: 188,096 shares; 2026Q1: 199,231 shares 199,231 $4.98M 0.08% +11,135 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,704 shares; 2024Q4: 25,405 shares; 2025Q1: 22,403 shares; 2025Q2: 24,197 shares; 2025Q3: 22,624 shares; 2025Q4: 22,726 shares; 2026Q1: 20,341 shares 20,341 $4.94M 0.08% -2,385 Timeline MISL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 118,311 shares; 2026Q1: 110,090 shares 110,090 $4.92M 0.08% -8,221 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 56,413 shares; 2024Q4: 62,243 shares; 2025Q1: 52,731 shares; 2025Q2: 45,303 shares; 2025Q3: 44,883 shares; 2025Q4: 52,736 shares; 2026Q1: 52,655 shares 52,655 $4.88M 0.08% -81 Timeline PSFF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 133,347 shares; 2026Q1: 151,185 shares 151,185 $4.84M 0.08% +17,838 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 190,296 shares; 2024Q4: 187,614 shares; 2025Q1: 113,928 shares; 2025Q2: 107,315 shares; 2025Q3: 106,413 shares; 2025Q4: 109,016 shares; 2026Q1: 100,658 shares 100,658 $4.79M 0.08% -8,358 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,010 shares; 2024Q4: 30,702 shares; 2025Q1: 31,470 shares; 2025Q2: 32,594 shares; 2025Q3: 32,503 shares; 2025Q4: 29,906 shares; 2026Q1: 30,395 shares 30,395 $4.78M 0.08% +489 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,946 shares; 2024Q4: 12,925 shares; 2025Q1: 10,861 shares; 2025Q2: 13,449 shares; 2025Q3: 12,092 shares; 2025Q4: 12,902 shares; 2026Q1: 30,402 shares 30,402 $4.78M 0.08% +17,500 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,998 shares; 2024Q4: 79,980 shares; 2025Q1: 96,112 shares; 2025Q2: 95,455 shares; 2025Q3: 104,249 shares; 2025Q4: 111,854 shares; 2026Q1: 111,743 shares 111,743 $4.76M 0.08% -111 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,694 shares; 2024Q4: 7,780 shares; 2025Q1: 7,625 shares; 2025Q2: 7,635 shares; 2025Q3: 10,704 shares; 2025Q4: 24,038 shares; 2026Q1: 21,667 shares 21,667 $4.74M 0.08% -2,371 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 49,356 shares; 2024Q4: 51,088 shares; 2025Q1: 53,494 shares; 2025Q2: 57,408 shares; 2025Q3: 60,750 shares; 2025Q4: 82,943 shares; 2026Q1: 58,190 shares 58,190 $4.71M 0.08% -24,753 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,063 shares; 2024Q4: 17,319 shares; 2025Q1: 19,616 shares; 2025Q2: 21,076 shares; 2025Q3: 20,866 shares; 2025Q4: 28,138 shares; 2026Q1: 28,555 shares 28,555 $4.7M 0.08% +417 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 63,229 shares; 2025Q3: 70,265 shares; 2025Q4: 77,637 shares; 2026Q1: 113,837 shares 113,837 $4.67M 0.08% +36,200 Timeline TBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,545 shares; 2025Q2: 22,141 shares; 2025Q3: 35,262 shares; 2025Q4: 92,667 shares; 2026Q1: 92,350 shares 92,350 $4.6M 0.07% -317 Timeline RSST TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 133,416 shares; 2024Q4: 117,121 shares; 2025Q1: 177,138 shares; 2025Q2: 249,641 shares; 2025Q3: 246,713 shares; 2025Q4: 162,660 shares; 2026Q1: 161,834 shares 161,834 $4.58M 0.07% -826 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,324 shares; 2024Q4: 67,196 shares; 2025Q1: 69,641 shares; 2025Q2: 63,491 shares; 2025Q3: 64,703 shares; 2025Q4: 68,586 shares; 2026Q1: 66,843 shares 66,843 $4.55M 0.07% -1,743 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,549 shares; 2024Q4: 6,752 shares; 2025Q1: 11,962 shares; 2025Q2: 9,313 shares; 2025Q3: 9,372 shares; 2025Q4: 47,955 shares; 2026Q1: 43,560 shares 43,560 $4.55M 0.07% -4,395 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 116,771 shares 116,771 $4.53M 0.07% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,763 shares; 2024Q4: 30,041 shares; 2025Q1: 31,890 shares; 2025Q2: 21,746 shares; 2025Q3: 21,776 shares; 2025Q4: 30,146 shares; 2026Q1: 31,715 shares 31,715 $4.53M 0.07% +1,569 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,241 shares; 2024Q4: 15,835 shares; 2025Q1: 16,760 shares; 2025Q2: 18,016 shares; 2025Q3: 18,082 shares; 2025Q4: 18,669 shares; 2026Q1: 18,915 shares 18,915 $4.53M 0.07% +246 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,476 shares; 2024Q4: 11,479 shares; 2025Q1: 13,034 shares; 2025Q2: 9,003 shares; 2025Q3: 10,105 shares; 2025Q4: 34,717 shares; 2026Q1: 41,537 shares 41,537 $4.53M 0.07% +6,820 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,321 shares; 2024Q4: 20,612 shares; 2025Q1: 22,693 shares; 2025Q2: 22,559 shares; 2025Q3: 21,683 shares; 2025Q4: 21,510 shares; 2026Q1: 20,366 shares 20,366 $4.5M 0.07% -1,144 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,798 shares; 2025Q1: 5,285 shares; 2025Q2: 11,943 shares; 2025Q3: 12,122 shares; 2025Q4: 16,208 shares; 2026Q1: 21,055 shares 21,055 $4.5M 0.07% +4,847 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 92,304 shares; 2025Q2: 91,887 shares; 2025Q3: 90,185 shares; 2025Q4: 97,116 shares; 2026Q1: 95,677 shares 95,677 $4.47M 0.07% -1,439 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,290 shares; 2024Q4: 29,190 shares; 2025Q1: 29,697 shares; 2025Q2: 31,130 shares; 2025Q3: 31,248 shares; 2025Q4: 31,404 shares; 2026Q1: 30,789 shares 30,789 $4.46M 0.07% -615 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 81,727 shares; 2024Q4: 157,655 shares; 2025Q1: 150,345 shares; 2025Q2: 156,646 shares; 2025Q3: 152,117 shares; 2025Q4: 140,887 shares; 2026Q1: 138,980 shares 138,980 $4.45M 0.07% -1,907 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,521 shares; 2024Q4: 22,781 shares; 2025Q1: 29,365 shares; 2025Q2: 69,329 shares; 2025Q3: 64,839 shares; 2025Q4: 81,401 shares; 2026Q1: 88,862 shares 88,862 $4.43M 0.07% +7,461 Timeline RWL INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,608 shares; 2024Q4: 43,243 shares; 2025Q1: 43,411 shares; 2025Q2: 43,076 shares; 2025Q3: 43,230 shares; 2025Q4: 37,716 shares; 2026Q1: 38,506 shares 38,506 $4.42M 0.07% +790 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,304 shares; 2024Q4: 114,768 shares; 2025Q1: 24,704 shares; 2025Q2: 38,320 shares; 2025Q3: 26,857 shares; 2025Q4: 26,123 shares; 2026Q1: 43,817 shares 43,817 $4.41M 0.07% +17,694 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,528 shares; 2024Q4: 19,703 shares; 2025Q1: 20,214 shares; 2025Q2: 21,164 shares; 2025Q3: 22,877 shares; 2025Q4: 26,959 shares; 2026Q1: 27,461 shares 27,461 $4.4M 0.07% +502 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,852 shares; 2024Q4: 10,295 shares; 2025Q1: 9,224 shares; 2025Q2: 9,904 shares; 2025Q3: 21,235 shares; 2025Q4: 23,923 shares; 2026Q1: 11,913 shares 11,913 $4.38M 0.07% -12,010 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,666 shares; 2024Q4: 36,321 shares; 2025Q1: 28,732 shares; 2025Q2: 67,618 shares; 2025Q3: 59,959 shares; 2025Q4: 109,686 shares; 2026Q1: 149,061 shares 149,061 $4.33M 0.07% +39,375 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,413 shares; 2024Q4: 12,429 shares; 2025Q1: 13,061 shares; 2025Q2: 12,975 shares; 2025Q3: 13,432 shares; 2025Q4: 18,716 shares; 2026Q1: 18,687 shares 18,687 $4.29M 0.07% -29 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,087 shares; 2024Q4: 25,572 shares; 2025Q1: 25,715 shares; 2025Q2: 27,410 shares; 2025Q3: 28,689 shares; 2025Q4: 31,276 shares; 2026Q1: 31,385 shares 31,385 $4.27M 0.07% +109 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 26,311 shares; 2024Q4: 30,996 shares; 2025Q1: 20,953 shares; 2025Q2: 34,287 shares; 2025Q3: 36,450 shares; 2025Q4: 53,238 shares; 2026Q1: 56,640 shares 56,640 $4.27M 0.07% +3,402 Timeline BLCR BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 103,114 shares 103,114 $4.23M 0.07% new Timeline FDL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,964 shares; 2024Q4: 20,973 shares; 2025Q1: 24,985 shares; 2025Q2: 26,469 shares; 2025Q3: 68,987 shares; 2025Q4: 73,746 shares; 2026Q1: 83,273 shares 83,273 $4.23M 0.07% +9,527 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,999 shares; 2024Q4: 24,487 shares; 2025Q1: 26,361 shares; 2025Q2: 27,111 shares; 2025Q3: 28,164 shares; 2025Q4: 31,753 shares; 2026Q1: 30,121 shares 30,121 $4.2M 0.07% -1,632 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 2,421 shares; 2025Q4: 5,950 shares; 2026Q1: 15,280 shares 15,280 $4.13M 0.07% +9,330 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,436 shares; 2024Q4: 37,314 shares; 2025Q1: 40,856 shares; 2025Q2: 44,751 shares; 2025Q3: 45,992 shares; 2025Q4: 42,836 shares; 2026Q1: 44,108 shares 44,108 $4.13M 0.07% +1,272 Timeline IDEF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 125,291 shares 125,291 $4.1M 0.07% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,071 shares; 2025Q1: 2,824 shares; 2025Q2: 4,113 shares; 2025Q3: 10,305 shares; 2025Q4: 12,179 shares; 2026Q1: 24,800 shares 24,800 $4.07M 0.07% +12,621 Timeline IUS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 60,239 shares; 2024Q4: 65,761 shares; 2025Q1: 108,119 shares; 2025Q2: 67,919 shares; 2025Q3: 62,587 shares; 2025Q4: 67,498 shares; 2026Q1: 69,973 shares 69,973 $4.05M 0.07% +2,475 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,842 shares; 2024Q4: 35,921 shares; 2025Q1: 37,339 shares; 2025Q2: 38,087 shares; 2025Q3: 40,580 shares; 2025Q4: 25,927 shares; 2026Q1: 24,980 shares 24,980 $4.04M 0.07% -947 Timeline BUYW NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 282,700 shares 282,700 $3.98M 0.06% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 27,543 shares; 2024Q4: 31,947 shares; 2025Q1: 31,626 shares; 2025Q2: 33,396 shares; 2025Q3: 53,786 shares; 2025Q4: 73,409 shares; 2026Q1: 55,315 shares 55,315 $3.97M 0.06% -18,094 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,929 shares; 2024Q4: 22,600 shares; 2025Q1: 20,037 shares; 2025Q2: 15,082 shares; 2025Q3: 43,069 shares; 2025Q4: 55,577 shares; 2026Q1: 54,425 shares 54,425 $3.96M 0.06% -1,152 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 109,450 shares; 2025Q3: 109,450 shares; 2025Q4: 108,822 shares; 2026Q1: 108,822 shares 108,822 $3.95M 0.06% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,983 shares; 2024Q4: 3,510 shares; 2025Q1: 4,441 shares; 2025Q2: 4,609 shares; 2025Q3: 11,606 shares; 2025Q4: 11,832 shares; 2026Q1: 10,052 shares 10,052 $3.94M 0.06% -1,780 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 51,722 shares; 2024Q4: 51,744 shares; 2025Q1: 51,736 shares; 2025Q2: 51,724 shares; 2025Q3: 52,317 shares; 2025Q4: 52,340 shares; 2026Q1: 52,328 shares 52,328 $3.94M 0.06% -12 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 54,035 shares; 2024Q4: 51,776 shares; 2025Q1: 50,276 shares; 2025Q2: 50,967 shares; 2025Q3: 52,948 shares; 2025Q4: 55,162 shares; 2026Q1: 50,087 shares 50,087 $3.93M 0.06% -5,075 Timeline FXO FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,510 shares; 2024Q4: 17,987 shares; 2025Q1: 86,722 shares; 2025Q2: 89,664 shares; 2025Q3: 96,574 shares; 2025Q4: 92,156 shares; 2026Q1: 69,621 shares 69,621 $3.91M 0.06% -22,535 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 822 shares; 2024Q4: 3,865 shares; 2025Q1: 4,028 shares; 2025Q2: 4,056 shares; 2025Q3: 3,924 shares; 2025Q4: 3,787 shares; 2026Q1: 3,576 shares 3,576 $3.91M 0.06% -211 Timeline REGL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,860 shares; 2024Q4: 44,552 shares; 2025Q1: 44,954 shares; 2025Q2: 44,934 shares; 2025Q3: 44,999 shares; 2025Q4: 45,917 shares; 2026Q1: 44,750 shares 44,750 $3.87M 0.06% -1,167 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,580 shares; 2024Q4: 48,390 shares; 2025Q1: 56,035 shares; 2025Q2: 52,479 shares; 2025Q3: 52,166 shares; 2025Q4: 84,798 shares; 2026Q1: 39,205 shares 39,205 $3.84M 0.06% -45,593 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,105 shares; 2024Q4: 8,104 shares; 2025Q1: 32,604 shares; 2025Q2: 67,459 shares; 2025Q3: 50,959 shares; 2025Q4: 61,362 shares; 2026Q1: 96,681 shares 96,681 $3.84M 0.06% +35,319 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 32,580 shares; 2024Q4: 34,156 shares; 2025Q1: 32,851 shares; 2025Q2: 11,237 shares; 2025Q3: 10,305 shares; 2025Q4: 10,884 shares; 2026Q1: 11,087 shares 11,087 $3.83M 0.06% +203 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,291 shares; 2024Q4: 17,288 shares; 2025Q1: 64,642 shares; 2025Q2: 88,604 shares; 2025Q3: 89,904 shares; 2025Q4: 86,952 shares; 2026Q1: 99,085 shares 99,085 $3.81M 0.06% +12,133 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 724 shares; 2025Q1: 824 shares; 2025Q2: 5,871 shares; 2025Q3: 6,181 shares; 2025Q4: 6,969 shares; 2026Q1: 6,924 shares 6,924 $3.8M 0.06% -45 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 48,430 shares; 2024Q4: 50,544 shares; 2025Q1: 59,122 shares; 2025Q2: 65,404 shares; 2025Q3: 68,239 shares; 2025Q4: 73,792 shares; 2026Q1: 78,422 shares 78,422 $3.78M 0.06% +4,630 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,616 shares; 2025Q1: 3,955 shares; 2025Q2: 4,492 shares; 2025Q3: 3,562 shares; 2025Q4: 3,932 shares; 2026Q1: 3,922 shares 3,922 $3.77M 0.06% -10 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,972 shares; 2024Q4: 16,792 shares; 2025Q1: 16,885 shares; 2025Q2: 17,075 shares; 2025Q3: 16,942 shares; 2025Q4: 16,840 shares; 2026Q1: 14,461 shares 14,461 $3.76M 0.06% -2,379 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,964 shares; 2025Q2: 21,191 shares; 2025Q3: 64,551 shares; 2025Q4: 94,363 shares; 2026Q1: 145,523 shares 145,523 $3.75M 0.06% +51,160 Timeline APUE TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,724 shares; 2024Q4: 60,850 shares; 2025Q1: 60,501 shares; 2025Q2: 55,575 shares; 2025Q3: 55,594 shares; 2025Q4: 93,557 shares; 2026Q1: 92,599 shares 92,599 $3.71M 0.06% -958 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 86,965 shares; 2024Q4: 121,125 shares; 2025Q1: 79,802 shares; 2025Q2: 73,957 shares; 2025Q3: 75,505 shares; 2025Q4: 86,013 shares; 2026Q1: 84,939 shares 84,939 $3.7M 0.06% -1,074 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,392 shares; 2024Q4: 5,068 shares; 2025Q1: 5,434 shares; 2025Q2: 5,952 shares; 2025Q3: 54,745 shares; 2025Q4: 57,528 shares; 2026Q1: 60,590 shares 60,590 $3.66M 0.06% +3,062 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,836 shares; 2024Q4: 11,632 shares; 2025Q1: 12,251 shares; 2025Q2: 12,045 shares; 2025Q3: 11,430 shares; 2025Q4: 10,060 shares; 2026Q1: 10,245 shares 10,245 $3.65M 0.06% +185 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,242 shares; 2024Q4: 2,396 shares; 2025Q1: 2,976 shares; 2025Q2: 2,707 shares; 2025Q3: 2,644 shares; 2025Q4: 4,497 shares; 2026Q1: 5,334 shares 5,334 $3.64M 0.06% +837 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 44,106 shares; 2024Q4: 55,689 shares; 2025Q1: 58,879 shares; 2025Q2: 54,673 shares; 2025Q3: 56,494 shares; 2025Q4: 64,471 shares; 2026Q1: 59,911 shares 59,911 $3.63M 0.06% -4,560 Timeline SIXJ AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 107,909 shares 107,909 $3.63M 0.06% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,226 shares; 2024Q4: 11,555 shares; 2025Q1: 11,631 shares; 2025Q2: 11,763 shares; 2025Q3: 12,114 shares; 2025Q4: 12,516 shares; 2026Q1: 12,628 shares 12,628 $3.62M 0.06% +112 Timeline OAIM UNIFIED SER TR More: the full row for UNIFIED SER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 69,860 shares; 2025Q4: 78,957 shares; 2026Q1: 83,880 shares 83,880 $3.61M 0.06% +4,923 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 16,019 shares; 2024Q4: 16,527 shares; 2025Q1: 18,465 shares; 2025Q2: 17,601 shares; 2025Q3: 17,610 shares; 2025Q4: 70,457 shares; 2026Q1: 51,350 shares 51,350 $3.61M 0.06% -19,107 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,236 shares; 2025Q1: 2,400 shares; 2025Q2: 2,195 shares; 2025Q3: 12,296 shares; 2025Q4: 15,723 shares; 2026Q1: 18,152 shares 18,152 $3.59M 0.06% +2,429 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,886 shares; 2024Q4: 17,361 shares; 2025Q1: 18,404 shares; 2025Q2: 19,050 shares; 2025Q3: 12,149 shares; 2025Q4: 13,363 shares; 2026Q1: 13,448 shares 13,448 $3.58M 0.06% +85 Timeline JCPB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,637 shares; 2025Q2: 31,872 shares; 2025Q3: 86,782 shares; 2025Q4: 77,038 shares; 2026Q1: 75,780 shares 75,780 $3.57M 0.06% -1,258 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,765 shares; 2024Q4: 6,057 shares; 2025Q1: 6,615 shares; 2025Q2: 7,253 shares; 2025Q3: 8,626 shares; 2025Q4: 11,846 shares; 2026Q1: 11,776 shares 11,776 $3.56M 0.06% -70 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,795 shares; 2024Q4: 9,967 shares; 2025Q1: 9,576 shares; 2025Q2: 14,034 shares; 2025Q3: 14,850 shares; 2025Q4: 18,825 shares; 2026Q1: 19,426 shares 19,426 $3.54M 0.06% +601 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,049 shares; 2024Q4: 28,193 shares; 2025Q1: 26,139 shares; 2025Q2: 25,931 shares; 2025Q3: 23,262 shares; 2025Q4: 25,200 shares; 2026Q1: 26,086 shares 26,086 $3.54M 0.06% +886 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 30,567 shares; 2024Q4: 46,825 shares; 2025Q1: 89,471 shares; 2025Q2: 44,847 shares; 2025Q3: 48,873 shares; 2025Q4: 76,675 shares; 2026Q1: 83,027 shares 83,027 $3.51M 0.06% +6,352 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 247,500 shares; 2024Q4: 254,475 shares; 2025Q1: 155,761 shares; 2025Q2: 107,703 shares; 2025Q3: 123,187 shares; 2025Q4: 119,183 shares; 2026Q1: 103,978 shares 103,978 $3.51M 0.06% -15,205 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 40,285 shares; 2024Q4: 45,026 shares; 2025Q1: 74,267 shares; 2025Q2: 37,489 shares; 2025Q3: 37,977 shares; 2025Q4: 40,170 shares; 2026Q1: 44,054 shares 44,054 $3.5M 0.06% +3,884 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,340 shares; 2024Q4: 39,816 shares; 2025Q1: 31,812 shares; 2025Q2: 22,282 shares; 2025Q3: 18,147 shares; 2025Q4: 75,207 shares; 2026Q1: 76,166 shares 76,166 $3.48M 0.06% +959 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,291 shares; 2024Q4: not reported; 2025Q1: 3,153 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 38,078 shares; 2026Q1: 37,141 shares 37,141 $3.44M 0.06% -937 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 2,491 shares; 2025Q1: 3,076 shares; 2025Q2: 3,352 shares; 2025Q3: 3,349 shares; 2025Q4: 3,264 shares; 2026Q1: 10,654 shares 10,654 $3.44M 0.06% +7,390 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,918 shares; 2024Q4: 25,110 shares; 2025Q1: 36,655 shares; 2025Q2: 37,768 shares; 2025Q3: 47,093 shares; 2025Q4: 47,687 shares; 2026Q1: 95,298 shares 95,298 $3.42M 0.06% +47,611 Timeline WWJD NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 63,638 shares; 2025Q1: 66,034 shares; 2025Q2: 66,134 shares; 2025Q3: 75,384 shares; 2025Q4: 83,924 shares; 2026Q1: 91,361 shares 91,361 $3.42M 0.06% +7,437 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 23,325 shares; 2024Q4: 31,277 shares; 2025Q1: 50,003 shares; 2025Q2: 23,438 shares; 2025Q3: 25,072 shares; 2025Q4: 32,946 shares; 2026Q1: 35,494 shares 35,494 $3.4M 0.05% +2,548 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,888 shares; 2024Q4: 26,886 shares; 2025Q1: 32,211 shares; 2025Q2: 42,096 shares; 2025Q3: 38,218 shares; 2025Q4: 74,585 shares; 2026Q1: 88,344 shares 88,344 $3.39M 0.05% +13,759 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,436 shares; 2024Q4: 5,128 shares; 2025Q1: not reported; 2025Q2: 14,944 shares; 2025Q3: 15,592 shares; 2025Q4: 64,538 shares; 2026Q1: 67,650 shares 67,650 $3.39M 0.05% +3,112 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 25,965 shares; 2024Q4: 24,594 shares; 2025Q1: 25,178 shares; 2025Q2: 25,777 shares; 2025Q3: 25,045 shares; 2025Q4: 26,108 shares; 2026Q1: 11,270 shares 11,270 $3.37M 0.05% -14,838 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,075 shares; 2024Q4: 23,090 shares; 2025Q1: 20,768 shares; 2025Q2: 24,087 shares; 2025Q3: 24,831 shares; 2025Q4: 28,541 shares; 2026Q1: 29,036 shares 29,036 $3.36M 0.05% +495 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,971 shares; 2024Q4: 72,995 shares; 2025Q1: 75,247 shares; 2025Q2: 74,787 shares; 2025Q3: 75,479 shares; 2025Q4: 72,356 shares; 2026Q1: 71,416 shares 71,416 $3.35M 0.05% -940 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,989 shares; 2024Q4: 20,441 shares; 2025Q1: 20,470 shares; 2025Q2: 31,183 shares; 2025Q3: 30,995 shares; 2025Q4: 34,676 shares; 2026Q1: 34,084 shares 34,084 $3.31M 0.05% -592 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 34,107 shares; 2024Q4: 33,675 shares; 2025Q1: 144,449 shares; 2025Q2: 32,688 shares; 2025Q3: 31,084 shares; 2025Q4: 71,943 shares; 2026Q1: 34,656 shares 34,656 $3.31M 0.05% -37,287 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,514 shares; 2024Q4: 4,641 shares; 2025Q1: 4,040 shares; 2025Q2: 6,240 shares; 2025Q3: 6,421 shares; 2025Q4: 8,833 shares; 2026Q1: 8,379 shares 8,379 $3.27M 0.05% -454 Timeline PAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 29,849 shares; 2024Q4: 25,149 shares; 2025Q1: 23,634 shares; 2025Q2: 28,954 shares; 2025Q3: 27,367 shares; 2025Q4: 71,599 shares; 2026Q1: 81,139 shares 81,139 $3.23M 0.05% +9,540 Timeline SPYI NEOS ETF TRUST More: the full row for NEOS ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,429 shares; 2026Q1: 65,282 shares 65,282 $3.22M 0.05% +60,853 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,231 shares; 2024Q4: 9,239 shares; 2025Q1: 9,108 shares; 2025Q2: 8,920 shares; 2025Q3: 7,665 shares; 2025Q4: 77,063 shares; 2026Q1: 70,800 shares 70,800 $3.22M 0.05% -6,263 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 147,346 shares; 2024Q4: 182,532 shares; 2025Q1: 75,770 shares; 2025Q2: 73,946 shares; 2025Q3: 74,405 shares; 2025Q4: 74,285 shares; 2026Q1: 68,447 shares 68,447 $3.22M 0.05% -5,838 Timeline APRJ INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 153,058 shares; 2024Q4: 155,707 shares; 2025Q1: 121,913 shares; 2025Q2: 132,129 shares; 2025Q3: 130,322 shares; 2025Q4: 128,655 shares; 2026Q1: 131,052 shares 131,052 $3.21M 0.05% +2,397 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,225 shares; 2024Q4: 48,660 shares; 2025Q1: 48,065 shares; 2025Q2: 47,901 shares; 2025Q3: 48,014 shares; 2025Q4: 48,596 shares; 2026Q1: 56,098 shares 56,098 $3.19M 0.05% +7,502 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,349 shares; 2024Q4: 6,011 shares; 2025Q1: 6,933 shares; 2025Q2: 12,015 shares; 2025Q3: 13,107 shares; 2025Q4: 31,871 shares; 2026Q1: 27,961 shares 27,961 $3.16M 0.05% -3,910 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 24,488 shares; 2024Q4: 25,502 shares; 2025Q1: 25,758 shares; 2025Q2: 25,741 shares; 2025Q3: 25,460 shares; 2025Q4: 33,036 shares; 2026Q1: 33,552 shares 33,552 $3.15M 0.05% +516 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,958 shares; 2024Q4: 5,004 shares; 2025Q1: 76,977 shares; 2025Q2: 16,536 shares; 2025Q3: 24,162 shares; 2025Q4: 40,713 shares; 2026Q1: 61,785 shares 61,785 $3.13M 0.05% +21,072 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 72,277 shares; 2024Q4: 68,548 shares; 2025Q1: 72,564 shares; 2025Q2: 61,138 shares; 2025Q3: 36,109 shares; 2025Q4: 39,986 shares; 2026Q1: 38,895 shares 38,895 $3.11M 0.05% -1,091 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,381 shares; 2024Q4: 8,741 shares; 2025Q1: 8,740 shares; 2025Q2: 9,956 shares; 2025Q3: 11,587 shares; 2025Q4: 14,048 shares; 2026Q1: 15,628 shares 15,628 $3.11M 0.05% +1,580 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,707 shares; 2024Q4: 88,582 shares; 2025Q1: 103,369 shares; 2025Q2: 108,630 shares; 2025Q3: 109,370 shares; 2025Q4: 111,013 shares; 2026Q1: 74,790 shares 74,790 $3.11M 0.05% -36,223 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 87,906 shares 87,906 $3.11M 0.05% new Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,575 shares 80,575 $3.1M 0.05% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,750 shares; 2024Q4: 52,192 shares; 2025Q1: 50,937 shares; 2025Q2: 51,703 shares; 2025Q3: 51,517 shares; 2025Q4: 84,457 shares; 2026Q1: 81,578 shares 81,578 $3.09M 0.05% -2,879 Timeline SBND COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 33,074 shares; 2024Q4: 79,219 shares; 2025Q1: 114,922 shares; 2025Q2: 122,584 shares; 2025Q3: 213,836 shares; 2025Q4: 186,539 shares; 2026Q1: 164,278 shares 164,278 $3.09M 0.05% -22,261 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 50,667 shares; 2024Q4: 51,332 shares; 2025Q1: 53,752 shares; 2025Q2: 53,440 shares; 2025Q3: 52,415 shares; 2025Q4: 50,254 shares; 2026Q1: 47,991 shares 47,991 $3.08M 0.05% -2,263 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,354 shares; 2024Q4: 12,327 shares; 2025Q1: 12,397 shares; 2025Q2: 12,622 shares; 2025Q3: 12,637 shares; 2025Q4: 21,651 shares; 2026Q1: 20,320 shares 20,320 $3.08M 0.05% -1,331 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 39,018 shares; 2024Q4: 49,125 shares; 2025Q1: 55,203 shares; 2025Q2: 55,490 shares; 2025Q3: 53,934 shares; 2025Q4: 54,578 shares; 2026Q1: 57,703 shares 57,703 $3.05M 0.05% +3,125 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,842 shares; 2025Q1: 16,767 shares; 2025Q2: 15,819 shares; 2025Q3: 14,214 shares; 2025Q4: 17,321 shares; 2026Q1: 17,416 shares 17,416 $3.01M 0.05% +95 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 52,619 shares; 2024Q4: 66,545 shares; 2025Q1: 75,555 shares; 2025Q2: 59,498 shares; 2025Q3: 56,958 shares; 2025Q4: 62,129 shares; 2026Q1: 57,359 shares 57,359 $2.98M 0.05% -4,770 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 366,287 shares; 2024Q4: 417,943 shares; 2025Q1: 83,427 shares; 2025Q2: 76,380 shares; 2025Q3: 77,691 shares; 2025Q4: 78,140 shares; 2026Q1: 75,502 shares 75,502 $2.98M 0.05% -2,638 Timeline ORR EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 93,196 shares; 2025Q4: 78,774 shares; 2026Q1: 81,259 shares 81,259 $2.96M 0.05% +2,485 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 80,982 shares 80,982 $2.95M 0.05% new Timeline CSQ CALAMOS STRATEGIC TOTAL RETU More: the full row for CALAMOS STRATEGIC TOTAL RETU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 137,800 shares; 2025Q4: 146,391 shares; 2026Q1: 171,961 shares 171,961 $2.94M 0.05% +25,570 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,865 shares; 2024Q4: 15,789 shares; 2025Q1: 17,442 shares; 2025Q2: 17,937 shares; 2025Q3: 17,849 shares; 2025Q4: 26,459 shares; 2026Q1: 34,527 shares 34,527 $2.92M 0.05% +8,068 Timeline NMI NUVEEN MUN INCOME FD INC More: the full row for NUVEEN MUN INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 276,683 shares 276,683 $2.89M 0.05% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 28,623 shares; 2024Q4: 36,702 shares; 2025Q1: 42,993 shares; 2025Q2: 48,967 shares; 2025Q3: 46,690 shares; 2025Q4: 47,369 shares; 2026Q1: 44,342 shares 44,342 $2.89M 0.05% -3,027 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,082 shares; 2024Q4: 21,430 shares; 2025Q1: 19,738 shares; 2025Q2: 17,736 shares; 2025Q3: 19,581 shares; 2025Q4: 30,100 shares; 2026Q1: 29,865 shares 29,865 $2.88M 0.05% -235 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 464 shares; 2024Q4: 916 shares; 2025Q1: 800 shares; 2025Q2: 1,596 shares; 2025Q3: 5,399 shares; 2025Q4: 6,888 shares; 2026Q1: 6,241 shares 6,241 $2.88M 0.05% -647 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 14,744 shares; 2024Q4: 20,823 shares; 2025Q1: 23,921 shares; 2025Q2: 23,417 shares; 2025Q3: 20,485 shares; 2025Q4: 22,897 shares; 2026Q1: 21,917 shares 21,917 $2.87M 0.05% -980 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,870 shares; 2024Q4: 4,136 shares; 2025Q1: 4,155 shares; 2025Q2: 4,132 shares; 2025Q3: 4,277 shares; 2025Q4: 4,231 shares; 2026Q1: 20,571 shares 20,571 $2.85M 0.05% +16,340 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 51,332 shares; 2025Q2: 51,332 shares; 2025Q3: 48,628 shares; 2025Q4: 56,256 shares; 2026Q1: 56,881 shares 56,881 $2.83M 0.05% +625 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 139,072 shares; 2024Q4: 130,914 shares; 2025Q1: 76,164 shares; 2025Q2: 68,178 shares; 2025Q3: 62,549 shares; 2025Q4: 60,978 shares; 2026Q1: 62,396 shares 62,396 $2.83M 0.05% +1,418 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,615 shares; 2025Q1: not reported; 2025Q2: 1,912 shares; 2025Q3: 1,556 shares; 2025Q4: 5,627 shares; 2026Q1: 7,095 shares 7,095 $2.82M 0.05% +1,468 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 71,277 shares; 2024Q4: 73,640 shares; 2025Q1: 72,009 shares; 2025Q2: 67,929 shares; 2025Q3: 69,895 shares; 2025Q4: 77,745 shares; 2026Q1: 78,496 shares 78,496 $2.82M 0.05% +751 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,539 shares; 2024Q4: 15,245 shares; 2025Q1: 14,885 shares; 2025Q2: 14,595 shares; 2025Q3: 17,308 shares; 2025Q4: 21,841 shares; 2026Q1: 21,346 shares 21,346 $2.8M 0.05% -495 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,957 shares; 2024Q4: 43,105 shares; 2025Q1: 41,825 shares; 2025Q2: 44,194 shares; 2025Q3: 47,966 shares; 2025Q4: 85,228 shares; 2026Q1: 124,349 shares 124,349 $2.78M 0.04% +39,121 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 42,990 shares; 2024Q4: 39,147 shares; 2025Q1: 37,084 shares; 2025Q2: 35,323 shares; 2025Q3: 34,599 shares; 2025Q4: 56,550 shares; 2026Q1: 62,876 shares 62,876 $2.77M 0.04% +6,326 Timeline XNIEX VIRTUS EQUITY & CONV INCM FD More: the full row for VIRTUS EQUITY & CONV INCM FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 97,090 shares; 2025Q4: 105,586 shares; 2026Q1: 117,859 shares 117,859 $2.75M 0.04% +12,273 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,751 shares; 2024Q4: 22,559 shares; 2025Q1: 23,020 shares; 2025Q2: 22,508 shares; 2025Q3: 26,727 shares; 2025Q4: 27,327 shares; 2026Q1: 23,095 shares 23,095 $2.74M 0.04% -4,232 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,833 shares; 2024Q4: 20,506 shares; 2025Q1: 21,048 shares; 2025Q2: 21,954 shares; 2025Q3: 27,883 shares; 2025Q4: 52,215 shares; 2026Q1: 82,081 shares 82,081 $2.74M 0.04% +29,866 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 9,838 shares; 2024Q4: 9,929 shares; 2025Q1: 10,033 shares; 2025Q2: 9,736 shares; 2025Q3: 9,743 shares; 2025Q4: 10,724 shares; 2026Q1: 10,704 shares 10,704 $2.72M 0.04% -20 Timeline AZN ASTRAZENECA PLC More: the full row for ASTRAZENECA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 13,779 shares 13,779 $2.7M 0.04% new Timeline APRH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 118,814 shares; 2024Q4: 115,288 shares; 2025Q1: 112,215 shares; 2025Q2: 118,661 shares; 2025Q3: 116,267 shares; 2025Q4: 113,539 shares; 2026Q1: 109,981 shares 109,981 $2.7M 0.04% -3,558 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,804 shares; 2024Q4: 8,159 shares; 2025Q1: 8,118 shares; 2025Q2: 8,248 shares; 2025Q3: 9,313 shares; 2025Q4: 19,282 shares; 2026Q1: 12,569 shares 12,569 $2.69M 0.04% -6,713 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 7,183 shares; 2025Q1: 5,958 shares; 2025Q2: 5,523 shares; 2025Q3: 5,079 shares; 2025Q4: 53,776 shares; 2026Q1: 62,248 shares 62,248 $2.68M 0.04% +8,472 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,340 shares; 2024Q4: not reported; 2025Q1: 300,016 shares; 2025Q2: 97,249 shares; 2025Q3: 23,558 shares; 2025Q4: 74,357 shares; 2026Q1: 156,237 shares 156,237 $2.67M 0.04% +81,880 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,834 shares; 2024Q4: 28,435 shares; 2025Q1: 34,409 shares; 2025Q2: 13,636 shares; 2025Q3: 13,711 shares; 2025Q4: 12,174 shares; 2026Q1: 12,338 shares 12,338 $2.66M 0.04% +164 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,593 shares; 2024Q4: 118,876 shares; 2025Q1: 15,146 shares; 2025Q2: 111,205 shares; 2025Q3: 11,471 shares; 2025Q4: 10,885 shares; 2026Q1: 10,334 shares 10,334 $2.66M 0.04% -551 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,466 shares; 2024Q4: 14,014 shares; 2025Q1: 14,255 shares; 2025Q2: 14,400 shares; 2025Q3: 14,483 shares; 2025Q4: 15,721 shares; 2026Q1: 15,658 shares 15,658 $2.65M 0.04% -63 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 660 shares; 2025Q1: 924 shares; 2025Q2: 17,386 shares; 2025Q3: 19,612 shares; 2025Q4: 25,798 shares; 2026Q1: 28,446 shares 28,446 $2.63M 0.04% +2,648 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,922 shares; 2024Q4: 147,211 shares; 2025Q1: 16,783 shares; 2025Q2: 179,400 shares; 2025Q3: 17,180 shares; 2025Q4: 19,536 shares; 2026Q1: 18,131 shares 18,131 $2.62M 0.04% -1,405 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,422 shares; 2025Q2: 18,393 shares; 2025Q3: 33,219 shares; 2025Q4: 82,539 shares; 2026Q1: 99,393 shares 99,393 $2.61M 0.04% +16,854 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,210 shares; 2024Q4: 2,506 shares; 2025Q1: 2,686 shares; 2025Q2: 2,693 shares; 2025Q3: 2,866 shares; 2025Q4: 4,655 shares; 2026Q1: 9,277 shares 9,277 $2.59M 0.04% +4,622 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,053 shares; 2024Q4: 5,850 shares; 2025Q1: 5,681 shares; 2025Q2: 5,740 shares; 2025Q3: 5,665 shares; 2025Q4: 6,739 shares; 2026Q1: 8,249 shares 8,249 $2.59M 0.04% +1,510 Timeline VIOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 44,902 shares; 2025Q2: 47,490 shares; 2025Q3: 40,381 shares; 2025Q4: 42,172 shares; 2026Q1: 25,345 shares 25,345 $2.58M 0.04% -16,827 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,457 shares; 2024Q4: 14,960 shares; 2025Q1: 9,451 shares; 2025Q2: 8,949 shares; 2025Q3: 9,063 shares; 2025Q4: 9,705 shares; 2026Q1: 9,218 shares 9,218 $2.56M 0.04% -487 Timeline PJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 90,196 shares; 2025Q1: 199,669 shares; 2025Q2: 196,559 shares; 2025Q3: 11,217 shares; 2025Q4: 46,795 shares; 2026Q1: 54,612 shares 54,612 $2.52M 0.04% +7,817 Timeline APCB TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 62,669 shares; 2024Q4: 63,280 shares; 2025Q1: 63,040 shares; 2025Q2: 55,587 shares; 2025Q3: 58,206 shares; 2025Q4: 85,134 shares; 2026Q1: 85,412 shares 85,412 $2.52M 0.04% +278 Timeline IBHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 130,545 shares; 2024Q4: 147,569 shares; 2025Q1: 146,851 shares; 2025Q2: 138,410 shares; 2025Q3: 151,473 shares; 2025Q4: 160,364 shares; 2026Q1: 108,595 shares 108,595 $2.49M 0.04% -51,769 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,815 shares; 2024Q4: 12,408 shares; 2025Q1: 28,709 shares; 2025Q2: 14,011 shares; 2025Q3: 15,616 shares; 2025Q4: 18,042 shares; 2026Q1: 20,972 shares 20,972 $2.49M 0.04% +2,930 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,196 shares; 2024Q4: 22,408 shares; 2025Q1: 21,652 shares; 2025Q2: 24,172 shares; 2025Q3: 23,303 shares; 2025Q4: 29,392 shares; 2026Q1: 26,851 shares 26,851 $2.48M 0.04% -2,541 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,794 shares; 2025Q3: 4,732 shares; 2025Q4: 11,578 shares; 2026Q1: 10,673 shares 10,673 $2.46M 0.04% -905 Timeline HMOP HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 336,596 shares; 2024Q4: 344,902 shares; 2025Q1: 133,968 shares; 2025Q2: 94,893 shares; 2025Q3: 74,671 shares; 2025Q4: 72,847 shares; 2026Q1: 63,229 shares 63,229 $2.45M 0.04% -9,618 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,855 shares; 2025Q3: 27,855 shares; 2025Q4: 82,417 shares; 2026Q1: 199,243 shares 199,243 $2.45M 0.04% +116,826 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,637 shares; 2024Q4: 2,863 shares; 2025Q1: 2,942 shares; 2025Q2: 2,889 shares; 2025Q3: 2,870 shares; 2025Q4: 8,952 shares; 2026Q1: 8,982 shares 8,982 $2.45M 0.04% +30 Timeline CAOS EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 19,151 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 3,757 shares; 2026Q1: 26,931 shares 26,931 $2.44M 0.04% +23,174 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 12,948 shares; 2024Q4: 13,956 shares; 2025Q1: 15,879 shares; 2025Q2: 14,246 shares; 2025Q3: 13,720 shares; 2025Q4: 13,931 shares; 2026Q1: 12,861 shares 12,861 $2.44M 0.04% -1,070 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,476 shares; 2025Q1: 12,207 shares; 2025Q2: 16,828 shares; 2025Q3: 15,620 shares; 2025Q4: 19,809 shares; 2026Q1: 52,277 shares 52,277 $2.43M 0.04% +32,468 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,594 shares; 2024Q4: 8,868 shares; 2025Q1: 9,349 shares; 2025Q2: 7,849 shares; 2025Q3: 16,240 shares; 2025Q4: 24,054 shares; 2026Q1: 26,063 shares 26,063 $2.42M 0.04% +2,009 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,386 shares; 2024Q4: 3,884 shares; 2025Q1: 3,835 shares; 2025Q2: 3,958 shares; 2025Q3: 4,915 shares; 2025Q4: 10,984 shares; 2026Q1: 11,567 shares 11,567 $2.41M 0.04% +583 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,904 shares; 2024Q4: 11,635 shares; 2025Q1: 23,016 shares; 2025Q2: 41,195 shares; 2025Q3: 41,569 shares; 2025Q4: 27,422 shares; 2026Q1: 33,876 shares 33,876 $2.4M 0.04% +6,454 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,844 shares; 2024Q4: 2,980 shares; 2025Q1: 2,776 shares; 2025Q2: 2,803 shares; 2025Q3: 2,752 shares; 2025Q4: 2,805 shares; 2026Q1: 1,894 shares 1,894 $2.39M 0.04% -911 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 924 shares; 2024Q4: 861 shares; 2025Q1: 1,206 shares; 2025Q2: 1,581 shares; 2025Q3: 1,936 shares; 2025Q4: 2,848 shares; 2026Q1: 2,660 shares 2,660 $2.38M 0.04% -188 Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 5,376 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 47,271 shares; 2026Q1: 47,896 shares 47,896 $2.38M 0.04% +625 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,391 shares; 2024Q4: 72,977 shares; 2025Q1: 57,629 shares; 2025Q2: 52,970 shares; 2025Q3: 66,014 shares; 2025Q4: 83,443 shares; 2026Q1: 70,486 shares 70,486 $2.36M 0.04% -12,957 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 20,489 shares; 2024Q4: 18,993 shares; 2025Q1: 17,415 shares; 2025Q2: 23,056 shares; 2025Q3: 23,761 shares; 2025Q4: 26,661 shares; 2026Q1: 28,465 shares 28,465 $2.35M 0.04% +1,804 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 18,482 shares; 2024Q4: 18,351 shares; 2025Q1: 18,970 shares; 2025Q2: 19,470 shares; 2025Q3: 19,535 shares; 2025Q4: 23,911 shares; 2026Q1: 24,397 shares 24,397 $2.34M 0.04% +486 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,552 shares; 2025Q1: 2,858 shares; 2025Q2: 2,146 shares; 2025Q3: 11,003 shares; 2025Q4: 11,058 shares; 2026Q1: 12,972 shares 12,972 $2.34M 0.04% +1,914 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,015 shares; 2025Q4: 46,601 shares; 2026Q1: 54,018 shares 54,018 $2.33M 0.04% +7,417 Timeline SNDK SANDISK CORP More: the full row for SANDISK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,084 shares; 2026Q1: 3,648 shares 3,648 $2.32M 0.04% +2,564 Timeline RDVI FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,613 shares; 2025Q4: 81,652 shares; 2026Q1: 90,166 shares 90,166 $2.3M 0.04% +8,514 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,682 shares; 2024Q4: 11,527 shares; 2025Q1: 11,332 shares; 2025Q2: 10,773 shares; 2025Q3: 7,666 shares; 2025Q4: 14,127 shares; 2026Q1: 12,689 shares 12,689 $2.3M 0.04% -1,438 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 45,345 shares; 2024Q4: 42,136 shares; 2025Q1: 60,240 shares; 2025Q2: 81,296 shares; 2025Q3: 82,131 shares; 2025Q4: 68,959 shares; 2026Q1: 69,837 shares 69,837 $2.3M 0.04% +878 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 41,715 shares; 2026Q1: 41,810 shares 41,810 $2.3M 0.04% +95 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,150 shares; 2025Q2: 10,812 shares; 2025Q3: 28,910 shares; 2025Q4: 50,882 shares; 2026Q1: 77,140 shares 77,140 $2.26M 0.04% +26,258 Timeline GSUS GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 25,200 shares 25,200 $2.26M 0.04% new Timeline DJD INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 37,375 shares; 2026Q1: 37,653 shares 37,653 $2.25M 0.04% +278 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,831 shares; 2024Q4: 11,115 shares; 2025Q1: 12,988 shares; 2025Q2: 16,753 shares; 2025Q3: 18,370 shares; 2025Q4: 17,976 shares; 2026Q1: 16,976 shares 16,976 $2.24M 0.04% -1,000 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,155 shares; 2024Q4: 11,122 shares; 2025Q1: 13,361 shares; 2025Q2: 13,723 shares; 2025Q3: 13,175 shares; 2025Q4: 12,886 shares; 2026Q1: 12,720 shares 12,720 $2.23M 0.04% -166 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,010 shares; 2024Q4: 12,660 shares; 2025Q1: 11,814 shares; 2025Q2: 14,669 shares; 2025Q3: 16,288 shares; 2025Q4: 19,634 shares; 2026Q1: 19,993 shares 19,993 $2.22M 0.04% +359 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,403 shares; 2024Q4: 36,037 shares; 2025Q1: 37,627 shares; 2025Q2: 37,513 shares; 2025Q3: 36,747 shares; 2025Q4: 40,360 shares; 2026Q1: 43,186 shares 43,186 $2.19M 0.04% +2,826 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,987 shares; 2024Q4: 15,102 shares; 2025Q1: 23,959 shares; 2025Q2: 36,059 shares; 2025Q3: 30,826 shares; 2025Q4: 54,857 shares; 2026Q1: 52,630 shares 52,630 $2.19M 0.04% -2,227 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,837 shares; 2025Q4: 19,255 shares; 2026Q1: 20,243 shares 20,243 $2.19M 0.04% +988 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,721 shares; 2024Q4: 31,241 shares; 2025Q1: 25,886 shares; 2025Q2: 27,832 shares; 2025Q3: 27,424 shares; 2025Q4: 44,986 shares; 2026Q1: 45,056 shares 45,056 $2.18M 0.04% +70 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,214 shares; 2024Q4: 6,042 shares; 2025Q1: 6,555 shares; 2025Q2: 6,845 shares; 2025Q3: 5,239 shares; 2025Q4: 18,573 shares; 2026Q1: 19,954 shares 19,954 $2.17M 0.04% +1,381 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 2,443 shares; 2026Q1: 17,174 shares 17,174 $2.17M 0.04% +14,731 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 78,806 shares; 2024Q4: 87,753 shares; 2025Q1: 91,953 shares; 2025Q2: 96,987 shares; 2025Q3: 97,718 shares; 2025Q4: 114,499 shares; 2026Q1: 112,284 shares 112,284 $2.17M 0.03% -2,215 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,949 shares; 2025Q1: 5,038 shares; 2025Q2: 7,517 shares; 2025Q3: 7,682 shares; 2025Q4: 7,834 shares; 2026Q1: 8,618 shares 8,618 $2.16M 0.03% +784 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 10,923 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 4,073 shares; 2025Q4: 5,738 shares; 2026Q1: 43,527 shares 43,527 $2.15M 0.03% +37,789 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 475 shares; 2024Q4: 521 shares; 2025Q1: 582 shares; 2025Q2: 815 shares; 2025Q3: 786 shares; 2025Q4: 1,318 shares; 2026Q1: 1,238 shares 1,238 $2.14M 0.03% -80 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,054 shares; 2024Q4: 7,694 shares; 2025Q1: 8,079 shares; 2025Q2: 11,271 shares; 2025Q3: 11,808 shares; 2025Q4: 12,407 shares; 2026Q1: 11,676 shares 11,676 $2.13M 0.03% -731 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 13,041 shares; 2024Q4: 17,552 shares; 2025Q1: 21,552 shares; 2025Q2: 18,486 shares; 2025Q3: 39,138 shares; 2025Q4: 43,777 shares; 2026Q1: 46,128 shares 46,128 $2.13M 0.03% +2,351 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 21,373 shares; 2024Q4: 28,440 shares; 2025Q1: 25,799 shares; 2025Q2: 22,166 shares; 2025Q3: 25,247 shares; 2025Q4: 36,411 shares; 2026Q1: 39,258 shares 39,258 $2.12M 0.03% +2,847 Timeline ROE EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 60,201 shares; 2026Q1: 59,956 shares 59,956 $2.12M 0.03% -245 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 3,893 shares; 2025Q4: 3,981 shares; 2026Q1: 3,879 shares 3,879 $2.11M 0.03% -102 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 214,102 shares; 2024Q4: 210,557 shares; 2025Q1: 210,610 shares; 2025Q2: 197,073 shares; 2025Q3: 192,127 shares; 2025Q4: 200,697 shares; 2026Q1: 193,447 shares 193,447 $2.1M 0.03% -7,250 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 17,230 shares; 2025Q1: 17,074 shares; 2025Q2: 18,561 shares; 2025Q3: 19,030 shares; 2025Q4: 20,673 shares; 2026Q1: 19,614 shares 19,614 $2.1M 0.03% -1,059 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 36,176 shares; 2025Q1: 36,288 shares; 2025Q2: 36,359 shares; 2025Q3: 36,394 shares; 2025Q4: 38,667 shares; 2026Q1: 40,294 shares 40,294 $2.1M 0.03% +1,627 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 35,314 shares; 2024Q4: 43,234 shares; 2025Q1: 40,884 shares; 2025Q2: 37,804 shares; 2025Q3: 38,393 shares; 2025Q4: 42,244 shares; 2026Q1: 39,838 shares 39,838 $2.09M 0.03% -2,406 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,146 shares; 2024Q4: 15,587 shares; 2025Q1: 15,592 shares; 2025Q2: 16,883 shares; 2025Q3: 17,131 shares; 2025Q4: 21,750 shares; 2026Q1: 22,049 shares 22,049 $2.08M 0.03% +299 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,518 shares; 2024Q4: 6,962 shares; 2025Q1: 6,739 shares; 2025Q2: 6,731 shares; 2025Q3: 6,773 shares; 2025Q4: 6,564 shares; 2026Q1: 6,968 shares 6,968 $2.08M 0.03% +404 Timeline YYY AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,110 shares; 2024Q4: 32,150 shares; 2025Q1: 41,163 shares; 2025Q2: 51,584 shares; 2025Q3: 75,114 shares; 2025Q4: 156,056 shares; 2026Q1: 186,891 shares 186,891 $2.06M 0.03% +30,835 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 4,943 shares; 2024Q4: 16,222 shares; 2025Q1: 26,956 shares; 2025Q2: 27,319 shares; 2025Q3: 31,563 shares; 2025Q4: 39,519 shares; 2026Q1: 45,954 shares 45,954 $2.06M 0.03% +6,435 Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 87,340 shares; 2024Q4: 91,157 shares; 2025Q1: 36,661 shares; 2025Q2: 23,243 shares; 2025Q3: 25,473 shares; 2025Q4: 35,448 shares; 2026Q1: 71,688 shares 71,688 $2.06M 0.03% +36,240 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 535 shares; 2024Q4: 1,372 shares; 2025Q1: 1,380 shares; 2025Q2: 1,933 shares; 2025Q3: 2,135 shares; 2025Q4: 3,403 shares; 2026Q1: 3,608 shares 3,608 $2.03M 0.03% +205 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,163 shares; 2025Q4: 1,583 shares; 2026Q1: 8,708 shares 8,708 $2.03M 0.03% +7,125 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 181,371 shares; 2024Q4: 32,868 shares; 2025Q1: 33,530 shares; 2025Q2: 31,687 shares; 2025Q3: 30,613 shares; 2025Q4: 34,009 shares; 2026Q1: 34,040 shares 34,040 $2.03M 0.03% +31 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,054 shares; 2024Q4: 1,408 shares; 2025Q1: 1,429 shares; 2025Q2: 1,415 shares; 2025Q3: 1,811 shares; 2025Q4: 5,700 shares; 2026Q1: 5,676 shares 5,676 $2.02M 0.03% -24 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,194 shares; 2025Q1: 12,128 shares; 2025Q2: 24,683 shares; 2025Q3: 68,406 shares; 2025Q4: 84,853 shares; 2026Q1: 84,684 shares 84,684 $2.02M 0.03% -169 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,264 shares; 2024Q4: 7,007 shares; 2025Q1: 6,963 shares; 2025Q2: 7,684 shares; 2025Q3: 7,880 shares; 2025Q4: 11,853 shares; 2026Q1: 11,959 shares 11,959 $2.02M 0.03% +106 Timeline FEBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 60,210 shares 60,210 $2.02M 0.03% new Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 400 shares; 2024Q4: 820 shares; 2025Q1: 1,160 shares; 2025Q2: 1,098 shares; 2025Q3: 1,054 shares; 2025Q4: 1,392 shares; 2026Q1: 1,361 shares 1,361 $2.01M 0.03% -31 Timeline JULH INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,196 shares; 2024Q4: 100,208 shares; 2025Q1: 91,531 shares; 2025Q2: 88,659 shares; 2025Q3: 84,479 shares; 2025Q4: 85,994 shares; 2026Q1: 81,178 shares 81,178 $2M 0.03% -4,816 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,736 shares; 2026Q1: 24,435 shares 24,435 $2M 0.03% -301 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 3,307 shares; 2024Q4: 6,726 shares; 2025Q1: 7,245 shares; 2025Q2: 9,822 shares; 2025Q3: 9,506 shares; 2025Q4: 10,609 shares; 2026Q1: 10,054 shares 10,054 $1.99M 0.03% -555 Timeline AIRR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 8,213 shares; 2024Q4: 9,921 shares; 2025Q1: 9,524 shares; 2025Q2: 9,365 shares; 2025Q3: 19,079 shares; 2025Q4: 18,261 shares; 2026Q1: 17,961 shares 17,961 $1.99M 0.03% -300 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 22,209 shares; 2024Q4: 23,565 shares; 2025Q1: 26,748 shares; 2025Q2: 26,538 shares; 2025Q3: 26,897 shares; 2025Q4: 30,119 shares; 2026Q1: 28,336 shares 28,336 $1.99M 0.03% -1,783 Timeline HGER HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 37,845 shares; 2024Q4: 36,905 shares; 2025Q1: 37,626 shares; 2025Q2: 40,615 shares; 2025Q3: 40,615 shares; 2025Q4: 55,827 shares; 2026Q1: 64,069 shares 64,069 $1.99M 0.03% +8,242 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 11,768 shares; 2024Q4: 13,373 shares; 2025Q1: 13,092 shares; 2025Q2: 11,801 shares; 2025Q3: 11,862 shares; 2025Q4: 12,713 shares; 2026Q1: 13,677 shares 13,677 $1.99M 0.03% +964 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 55,802 shares; 2024Q4: 62,919 shares; 2025Q1: 72,445 shares; 2025Q2: 72,521 shares; 2025Q3: 74,216 shares; 2025Q4: 57,056 shares; 2026Q1: 35,590 shares 35,590 $1.99M 0.03% -21,466 Timeline GQQQ EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 61,370 shares; 2026Q1: 68,858 shares 68,858 $1.98M 0.03% +7,488 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,398 shares; 2024Q4: 8,658 shares; 2025Q1: 9,883 shares; 2025Q2: 8,873 shares; 2025Q3: 8,817 shares; 2025Q4: 35,531 shares; 2026Q1: 38,662 shares 38,662 $1.98M 0.03% +3,131 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 499 shares; 2024Q4: 4,279 shares; 2025Q1: 4,685 shares; 2025Q2: 4,710 shares; 2025Q3: 5,017 shares; 2025Q4: 4,707 shares; 2026Q1: 4,989 shares 4,989 $1.98M 0.03% +282 Timeline DTCR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 65,619 shares; 2025Q2: 70,010 shares; 2025Q3: 74,843 shares; 2025Q4: 81,496 shares; 2026Q1: 80,874 shares 80,874 $1.94M 0.03% -622 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 17,041 shares; 2024Q4: 21,279 shares; 2025Q1: 22,198 shares; 2025Q2: 24,059 shares; 2025Q3: 23,598 shares; 2025Q4: 28,000 shares; 2026Q1: 28,836 shares 28,836 $1.89M 0.03% +836 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 15,641 shares; 2024Q4: 24,310 shares; 2025Q1: 31,369 shares; 2025Q2: 28,068 shares; 2025Q3: 28,042 shares; 2025Q4: 28,830 shares; 2026Q1: 28,572 shares 28,572 $1.89M 0.03% -258 Timeline PCY INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 70,577 shares; 2024Q4: 64,739 shares; 2025Q1: 56,773 shares; 2025Q2: 59,708 shares; 2025Q3: 65,227 shares; 2025Q4: 72,995 shares; 2026Q1: 89,958 shares 89,958 $1.88M 0.03% +16,963 Timeline FTXO FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 31,308 shares; 2025Q2: 37,450 shares; 2025Q3: 37,361 shares; 2025Q4: 35,228 shares; 2026Q1: 51,789 shares 51,789 $1.87M 0.03% +16,561 Timeline SPGP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 43,488 shares; 2024Q4: 47,174 shares; 2025Q1: 51,209 shares; 2025Q2: 27,951 shares; 2025Q3: 16,874 shares; 2025Q4: 19,695 shares; 2026Q1: 17,405 shares 17,405 $1.87M 0.03% -2,290 Timeline